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Re: TheMonolith post# 40

Thursday, 08/27/2020 11:28:34 PM

Thursday, August 27, 2020 11:28:34 PM

Post# of 162
I think I agree with this. They mentioned in the CC they were adding another shift. Now we know they are hiring for a third shift. They didn’t seem to feel they needed a third shift when things were running 150% over last year.

The tea leaves look really good here.

This is the bit you were referencing about an additional shift from the q2 CC. Seems like wildly bullish language. Looking forward to their presentation at ld micro next week.

“The backlog is substantial. And like I said, it's building each day. Incoming orders are heavy, and we're doing everything we can from an operational standpoint. We've got a lot of purchase orders which are placed, a lot of components coming in on a daily basis. We've added another shift to fully staff practically. We have a couple of open positions, and our field room is just running flat out to get all the cans filled that they can.”