03-08-2019, 10:57 AM
To be honest I think there is a 50/50 chance we will be bought out before the end of 2021 as Hal will probably want to retire when his contract ends with some major $$. If not, I would be very surprised if we don’t see over 500M revs in 2021.
As you can see on top of my spreadsheet $150M of 3 year contracts which started in 2017 are no longer showing revs in 2021. I think with their current track record we will see most if not all of them renew which will add all that backlog/recurring revs back, which are currently slotted at $0 on my spreadsheet. That combined with new contracts and I am sure you can easily see how we can be 500M plus revs for 2021.