I bought during today dip.
1. January announcement. Each pole inspections program is worth 1MM. check out how many of those to be done in next 24 months.
2. take AUD 5.6MM and put it beside the latest AR rev and calculate the % gain YoY. and that's the minimal as more ACV will be added in coming 9 months.
other stuff like PG&E is all known and US Defence as well.
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