Ann: VALMEC ORDER BOOK EXCEEDS $200 MILLION, page-26

I assume that means you don't see much stimulus to get the SP moving at this point in time. COVID was a market-wide"risk-off" sentiment, whereas now it is a "buy everything" kind of market. I respectfully disagree with your opinion. The P/E ratio is currently at a startling level. What is the industry standard P/E ratio? Without any hype and just letting the numbers do the talking, what do you see as fair value? The order book was less than $50mil a year ago, whereas it is now sitting at $215mil. Stability going forward, it is much more stable with 67% of revenue as recurring instead of about 1/3 a year ago. The JH litigation: I personally would write this off for my peace of mind, but this could also bring in a fat pay day. This was way oversold during the COVID days exacerbated by the low SOI, but it is evident that 15c was the low and SP has continued to move north since then. Interest is returning.
Genuinely interested to see varying opinions and reasons.