Thanks BudStox, appreciate discussing different points of view myself! I agree that the minimum contracted revenue will be a plus over the next while in stemming the cash burn. However, I think its prudent to assume that roll-out sites that aren't yet contracted might hold off on signing for the next while, at least until we have better information. Sleep centres without contracts signed yet would probably prefer to wait out for a quarter or two, until the health of the US economy and the health of the population itself is better known. They wouldn't want to unnecessarily leverage themselves up with obligations when a shut down or quarantine is potentially just around the corner. The base case for now should be that the roll-out will be slower than management had previously anticipated.
