IMO, it depends on what we see over the next 3 Qtrs. If the contract backlog is real and the Aramco deal is more than just another flashy "partnership" with no real substance, then there is no excuse that they shouldn't be connecting 5K+ assets every qtr for the foreseeable future. If they can't prove they can do that with pandemic restrictions "behind us" then it sure doesn't bode well for investors IMO either.
"First of all, I want to thank everyone on this call for your patience for the last year and a half. Seems a lot longer, but year and a half has been fairly challenging and I thank you all for your patience. This is, however, all behind us now, so we're ready to move on and rock here. "
- Russ Mcmeekin (F2022 Q1 CC 5/17/22)
Let's see if Russ can "rock".
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