It concerns me too. As a big breakout year 2023 we've seen good sales H1 this year but so far nothing. I'm unconvinced that sales are all back loaded to the end of year but if they are, were getting long in the teeth here. Price can't support weak sales as were pricing in quite a lot. Weak sales update for end Q3 will see us down quite a bit. We've been expecting to see rollout across the DOD based on updates last year but it seems to have dropped to a snails pace.
My assumptions re: usage aligns with 1 MK2 and MK4 per squad align with yours. With the EU deal our MK2 missed out and we've currently got something like half our engineers designing a newer lightweight version of the MK2.
I've been a holder around the 20-30c range - glad to see my money 4x but the downside is we now have a much further way to fall so risk is much higher now.
It concerns me too. As a big breakout year 2023 we've seen good...
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