Mitchel, not sure what you mean by flop, but if you mean his timing may not be spot on, well, then that's a strong possibility.
Honestly, I have no problem with anything EZ says (although his writing ability leaves something to be desired). I think he gets his info from a reliable place, but having been here for many years I've come to realize that nothing happens as fast as anybody wants it to. I first heard from the horses mouth at the end of last year that Eco-Safe would definitely have Hazmat unit orders by the end of first quarter. Well, that obviously didn't happen. I believe, that they believed it was going to happen, but it didn't.
I believe there are big sales on the horizon. Will they happen this month? Who knows, but I wouldn't bet on it.
Go ESFS.