This is probably why it's been shellacked, because some who...

This is probably why it's been shellacked, because some who don't follow it closely are skeptical of the old "we'll have a big second half!" (as I usually am). But I think, for a speculative position in the pf, it's worth a crack here. I bought and sold this at 29c (dumb luck) and bought back in at 21c - will likely look to get a bit more in the coming weeks. I think this is all forgotten in ~12 months when it's become clear the contract overrun was truly a one-off.

That said, the issue also showed how lumpy their earnings are at the moment, and that a single mistake can really set them back. But the R/R is skewed in the right direction for me at a $74M market cap.