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utahstock12

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utahstock12

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Thursday, 10/26/2023 3:12:55 PM

Thursday, October 26, 2023 3:12:55 PM

Post# of 53788
Increased my exposure by 25% this afternoon via May 2.50s Feels cheap with the bonus potential upside of military deals closing at the 9/30 deadline showing up in bookings this Q despite being nowhere on the databases. We know they picked up 4m without PR or usaspending, SAM, etc showing it. Plus, Givens won't show a clunker on his first Q, right? My only reservation with that line of thinking is if he feels like he has a free pass right now where he can lean on the idea of long sales cycles and a new sales team as an excuse for low bookings for the next six months or so.
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