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Re: centurycom post# 28312

Tuesday, 10/31/2017 9:37:41 PM

Tuesday, October 31, 2017 9:37:41 PM

Post# of 29204
How much quanity are their backorders?

I don't know off the top of my head, but maybe their latest management presentation has a mention? I know they have a big pipeline - always been so - but since most orders have to be part of a construction/engineered plan they very frequently ship long after order placement, but for O & G folks that have their own expertise and have shorter lead times.

I don't recall any situations of insufficient mfg capacity delaying shipments - usually credit issues, construction changes, cancellations, etc.

Management Presentation October 2017 PDF.

Also, the June CC audio.

Also, the transcript of the June CC might have a mention.
HTH,
Bill

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