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Re: fishhunter post# 53651

Wednesday, 04/17/2024 7:56:35 PM

Wednesday, April 17, 2024 7:56:35 PM

Post# of 53697
Any thoughts of how much of the 19.4M in backlog on Dec 31, 2023 will be recognized in Q1’24 and what the backlog was on Dec 31, 2022 for their 10M in last Q1?

To the positive, Givens has demonstrated significant improvements in their operational efficiencies and order fulfillment times, which reduces backlog.

But I also wonder how much of the current backlog is for the program they just received the 3M milestone payment and if the size and nature of it implies a larger program with bigger purchases or longer leadtime components. The latter would spread the backlog out over time again.
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