Deliveries are what are booked into revenues. I do not know why we keep repeating the same info. I would be interested in your analysis and expectations for the next ER not just refocusing on announced sales. Of course sales are a relevant harbinger of future deliveries, company performance and revenue growth and as such are very important. But in analyzing an ER, deliveries and Revenue growth take the top pole. And I must disagree with one of your points. While the street does look forward in setting pps, it also looks at current health which is a reason that pps frequently goes up with a good ER and revenue growth which is a past value. PPS has gone up with good Revenue Growth even though sales might take a breather, especially if the company gives an explanation for the breather and the street can see improvement such as a markedly increased backlog value like we predict for arcam.
Bottom line, would be nice to see you provide an analysis and some insight into the upcoming ER besides just lack of announced sales and I say that to all posters. Meanwhile I have seen nothing to change my ER analysis and predicted values. I think my prediction of 25 sales is valid and actually low compared to the other ER predictors. The issue will be decided in about 5 weeks and we will see if we have another good ER And if my analysis is correct, we will do even better in q1. In q4 deliveries are limited by the 14 backlog, if all of us predictors are right the q4 backlog will be in the 20s going into q1 and deliveries and thus revenue will be up smartly. JMHO May even have more bulk sales in q1 and if the street not only focuses on the ER but on future prospects, that should bode well for the future. Right??
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