|"If you built it, they will come" school of investing as far as Flyht is concerned.. There are many reasons to own them if you do your DD and where things are moving from coming regulations to who they are working with for next generation products as well as OEMs.. |
Last quarterly miss was disappointing but for now I have not seen anything that worries me.. 1st Quarter 2018, when they wrap up their two projects, one with Boeing and Federal Express and another with Inmarsat, I'll see where things stand.. Chinese market, backlog of $ 25m + as well as recurring revenue angles are all alive and well..
So for now, more deals, more OEM, more satellite options etc. are all important as long as they are not burning huge amount of cash.. FWIW..