I do find it hard to believe that the framework with NATO was...

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bigpelican

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18/04/24

15:24

Post #: 73409602
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Originally posted by epeeist: ↑

A few observations on my part:
1. a large magnitude of orders in the foreseeable future is a reasonable cause to initiate a CR of $67M size even a "seemingly" sudden CR.
2. with a few announcements already under the belt, I too would have thought that trading would have or could have restarted by now.
3. if announcements haven't been finished, setting aside the possible PP results for the moment, wouldn't Monday be a great day to start trading with a sizeable contract or sales announcement since it would be one day before the AGM and would easily justify the CR.
4. that announcement on Monday would give Board & Mgt many positive discussion opportunities on Tuesday and might push any discussion regarding remuneration into the invisible backyard.

No particular insights on my part here but Board & Mgt are pretty cluey people and might have thought this through to the Tuesday AGM (or even Wednesday morning).
GLTAH.

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I do find it hard to believe that the framework with NATO was executed by the Belgium office without already being somewhat advanced with discussions on first orders. I would say the execution of the NATO framework agreement was a product of discussions already well under way. NATO's need is more than urgent. I don't reckon we will be waiting long at all.

Last edited by bigpelican: 18/04/24

DRO Price at posting: $1.12 Sentiment: Buy Disclosure: Held
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