Savvy Trades and Investments

[maxluke1]

ESP - yes nice catch, which is interesting b/c they were roughly forecasting 10.3M quarters through the end of the year based on backlog timing.

They are still looking at two ~10M quarters coming, which should be nice YoY comps. From 10Q today:
"It is presently anticipated that a minimum of $20.6 million of orders comprising the December 31, 2023 backlog will be filled during the fiscal year ending June 30, 2024 subject, however, to the impact of the factors identified above"

However, there's some fuzziness there with that statement you highlighted from the PR.