A fair and balanced analysis (thanks)!
I only have one question: Given the NATO procurement contract signed in April signifying a new pond DRO is swimming in, should the market look beyond the end of July to see what the currents are to try and detect some sort of trend?
They've been selling long enough to the US military to know that trend.
If they got a foot in the door in the Middle East, would it similarly be prudent to try and detect the strength of demand in that market? Or in SE Asia etc.?
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