I honestly don't have a good feel for what is currently happening since I'm not really following as closely as I was before, but I will comment on that 50M "backlog".
I don't recall the exact wording of the PR where that was mentioned, but it is my understanding that there never was a 50M "backlog". What it was would be more accurately described as "leads" that needed to be designed, funded and signed before they became reality.
I frankly don't know why Doug even went public. He hasn't tapped into any of the potential benefits of being public and has had nothing but grief (all of which is apparently of his own making, other than covid).
Just my .02
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