Yes I was pleasantly surprised by the tone of the comment on military in the report, and since they are a unique supplier to a supplier one should expect the earlier talk by NC of it almost being charity work in terms of margins should give way to reasonable margins if Dirk is serious about his focus on not taking on effectively unprofitable business with bitty resource sourcing. In fact the whole report read very well I thought, plus no blatant grammatical and spelling issues that seemed to dog the past. I did buy a few more at 40c on the way down but in the end have mainly paid 42-44c by waiting for this report - it saved getting further burnt if the report disappointed again but I feel like a pig compared to a chicken in an egg and bacon breakfast discussion - I am now seriously committed to backing its eventual success by 2020.
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Ann: Preliminary Final Report, page-60
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