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Re: namtae post# 198942

Monday, 05/15/2023 12:07:50 PM

Monday, May 15, 2023 12:07:50 PM

Post# of 200739
Actually it's not IMO.

Isnt this just more speculation?



I am assuming you are referring to 15-20 machines operating in O&G?

According to Art's podcast on Friday they are already at 10 operating. That's halfway there. And if he is saying 5-10 more in 30-60 days, that's a pretty short window. IMO that implies orders are already in hand for at least 5, maybe more. Much more concrete than previous sayings that were much more nebulous and open ended.