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Re: New World post# 7395

Friday, 11/15/2019 1:57:00 PM

Friday, November 15, 2019 1:57:00 PM

Post# of 10950
You're right - I went over the transcript again. Could eventually exceed 100mm lbs in the prepared remarks. In Q&A clarified it could get to between 200m and 300mm lbs for them.

That's a pretty big range from prepared remarks to Q&A. You'd think they'd have a better handle on estimates of market size, but I agree that implies 100mm is not the ceiling at least.
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