This is a good question to ask, and I think like others said, inventories are a good answer to this question.
I covered them this week: https://www.goforgrowth.co/p/10-growers-in-fy23-part-2
With the tailwinds in the industry blowing, I have confidence the contracts will come. It's true they've been a litle silent for a while, but with deals of $22M USD, all it takes is a few to make a difference.
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