Really much the same in this report. They are always glowing and...

Really much the same in this report. They are always glowing and talk of forward looking things that seem to eventually evaporate or have delays.

Apart from the low hanging fruit of improving some cost efficiencies, there's not much else that has been achieved at this stage.

still an over reliance on the f-35 income (it was always expected to be in full ramp mode around this time... what replaces the income when it ramps down...

SP movement up is nice, but really just getting back to prices from a few months ago, as it was well sold off.

give me some material long term revenue contract wins and then i'll give this mgmt team tick, as they don't have that under their belt yet