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Re: sharpchicity post# 50877

Wednesday, 05/26/2021 8:59:01 AM

Wednesday, May 26, 2021 8:59:01 AM

Post# of 53853
If 7.4M Q1 bookings included nothing, not even the tip of the iceberg of any big contract, then it puts the company at a higher baseline in terms of how they're performing in their more day to day operations. Higher floor.

I had this thought originally because I assumed based on their definition of bookings that they'd have to put the whole thing on there at once. Or, maybe not the whole thing if it's an IDIQ for like 50M but I assume in the contract scenario we're imagining they wouldn't be putting on 2M at a time. In other words, it will be obvious when it hits bookings even if they can't disclose anything else about it.

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