mCloud Technologies Corp (MCLD)

[DVP25]

Agreed about Covid, but I'm still a bit puzzled by just how short they've missed on rev targets to date. Of course Covid has restricted some access to O&G facilities, I don't doubt that, but do you see that as being justification for their Proj Services to have been hit so hard? They were projecting C$25M for the year and have done < C$1M in each of the past 2 Qtrs. These facilities are still operational, right? Why were they unable to get in there over the summer and complete more of this work?

I remember you saying you were in the industry, so thought you might have some insight into that.