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nelson1234

06/13/23 2:38 PM

#105567 RE: hweb2 #105566

ESOA I am long. I agree that earnings disappointed, but costs have probably increased .. aside from inflation.. because they are gearing up for big revenue quarters.

I mean backlog is, imo, even better than excellent... but I agree she's overbought and due for some dumpage. I was hoping for a bit higher before lightening.

Backlog
3/31/23 = 225 million
12/31/22 = 207 million
9/30/22 = 142 million
6/30/22 = 135 million

9/30/21 = 72 million