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damAcon1

08/07/23 11:55 AM

#20419 RE: JT1971 #20417

I am with you on the revenue, and really the rest of the values seem on target.

If I was simply going off of a 'my feels like', my aEBITDA's a little lower this quarter ($13.5M -- but also depends on what they determine to be 'adjusted out')...and, although they have been pretty consistent with a 56%+ gross profit margin (Q4-22 and Q1-23), I think that there will be a slight dip in this area due to competition/oversaturation of the NM market. I also think that Everest isn't as efficient, which could also cause a temporary tick down. I expect it to be over 50%...guessing it is between 52%-54%.