Amex
"Once the big platforms are in place in terms of certainty of timetable then they can talk about what is coming and that will support a rising pe. It has always been that factor that is most critical to the returns."
If we trust that the company will list this year, and as you mention, there needs to be plenty of ammo in the back of the truck for post list, THEN there must be some big deals/POs on the near horizon...the question is with WHO?
:)
just another thought this time on the timeline, page-23
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