IMO, like mgmt said, most of the sales will be in the back half of the year. Investors are getting very impatient re: China. Just because Chinese NY has finished doesn't mean we will see $100M contracts in the next week. IMO China will take time, and when it does happen we will see a significant re-rate.
Hopefully we see some bigger news out of Sth Africa soon. I believe MEB are quoting on a Desal tender for the Port of Cape Town, I think we may be involved with this. Also look for updates on Stanford and the African MOU.
I will continue to buy at these prices when I have cash available. Good Luck
IMO, like mgmt said, most of the sales will be in the back half...
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