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southacresdave

03/27/19 3:06 PM

#692 RE: worthylion #691

worthy. I agree with you there. They aren't even taking care of US telecom markets. The NG engines should help solidify those markets going forward at least. I think the idea of residential/commercial is a distraction. They have a huge chance at the US robotic mule contract which I'm sure have decent margins. They will need capacity if they get that, not selling units to Calif residents.

ebase22

03/27/19 3:38 PM

#693 RE: worthylion #691

On those grounds, this was the call I felt most negative about thus far. They seem to be flailing around without figuring out how to get the basics working yet.