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Tuesday, October 05, 2021 3:44:33 PM
On your revenue ramp up I see it a little different. Less of a straight linear line, up and to the right.
Valens has made lots of announcements, but not posted the commensurate revenues because of ramp up time and the lack of consistent follow-on orders.
That stuff is going to start to catch up.
The new contracts requiring 100% of the initial orders is probably from some of the smaller less well heeled players.
When all of the contracts (old & new) start ordering consistently, I can foresee the linear ramp up settling in.
Until then I still see fits and starts.
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