I don't want to always be a negative nelly on his forum, but...

I don't want to always be a negative nelly on his forum, but given you have spent time and effort to extract from the last 4C & the RAAS interview specific timelines on contracts/deliveries, I would just caution that an award of a contract will differ from implementation/execution and then actually earning monies from that deal. Add someone like Emesent (or any 3rd party that actually secures the contract) into picture and then you are further 1 step removed given they still need to agree terms and then get paid.

The reason I suspect that many like me are hanging on is that the application looks so compelling and a no brainer, the actual financial results seem totally unrelated to all that we expect.

Again, aim is not to always put a negative spin, but just want to temper expectations that a "contract award expected in 4Q24" does not mean revenues and cash in that same period