1) what timeline/schedule do people think the following three sections of the pipeline represent?
2) would i be near the mark assuming that DRO's payment terms would be maximum 60 days, so the $3.5m will be banked this quarter?
3) of the 17 projects/$11m in POs currently being processed by customers, is it reasonable to assume that this $11m should be paid within 6 months, next quarter?
4) DRO stated that "Customer advised they are placing the purchase with DRO" to the tune of "22 projects/$86m," & imo given DRO's customers are "blue chip" these deals should all close?
if DRO banks anything close to $86m in an FY that would imo re-rate DRO completely, sending SP flying +100%, minimum: the three sections indicate to me that $100m in sales is basically a sure thing. seems way too good & optimistic to be true: can DRO's customers & this information be trusted?
Ann: Investor Presentation, page-5
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$1.32 |
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Mkt cap ! $1.151B | |||
| Open | High | Low | Value | Volume |
| $1.31 | $1.33 | $1.28 | $14.65M | 11.22M |
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|---|---|---|
| 1 | 7782 | $1.32 |
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| Price($) | Vol. | No. |
|---|---|---|
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