I saw decks of company, i had a hard time understanding what is order intake Vs. order backlog. Order intake means "when initial PDAs are signed" OR when FINAL Project order is placed AFTER Management said yes upon reviewing their enginering ...
Same for Order backlog - it means FINAL PROJECT ORDER has been placed and now they have to ship the whole assembled unit to client site and if it goes into backlog, then it simply means. thermal energy lack resources to do multi-tasking?
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i am just confused that why 3 parameters (order intake, order backlog and # of PDAs) are reported by managment, when you can do calculations just based on 2 parameters (# of PDAs and backlog) to gauge sales. What about using (order intake an order backlog to measure sales )
I don’t get too hung up on it TBH. I want to see the I take grow QoQ which means their salespeople are successful and the backlog to continue to grow knowing there is no guarantee all of it will eventually make it to the revenue line.
it would be great if you could put only a few sentences about the company at the beginning of each review. Like in which kind of busineess/industry it operates, ownership structure(only rough percentage of insiders, institutions and if there is ay well regarded investor present) and maybe some other little detail for those who are not yet familiar with the company and maybe even hear about it for the first time ever.
Never actually considered my review would be an introduction to the stock, but suppose that could happen. Thanks for the feedback (note ownership structure always covered in the Share Capital section of my reviews)
I saw decks of company, i had a hard time understanding what is order intake Vs. order backlog. Order intake means "when initial PDAs are signed" OR when FINAL Project order is placed AFTER Management said yes upon reviewing their enginering ...
Same for Order backlog - it means FINAL PROJECT ORDER has been placed and now they have to ship the whole assembled unit to client site and if it goes into backlog, then it simply means. thermal energy lack resources to do multi-tasking?
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i am just confused that why 3 parameters (order intake, order backlog and # of PDAs) are reported by managment, when you can do calculations just based on 2 parameters (# of PDAs and backlog) to gauge sales. What about using (order intake an order backlog to measure sales )
I don’t get too hung up on it TBH. I want to see the I take grow QoQ which means their salespeople are successful and the backlog to continue to grow knowing there is no guarantee all of it will eventually make it to the revenue line.
it would be great if you could put only a few sentences about the company at the beginning of each review. Like in which kind of busineess/industry it operates, ownership structure(only rough percentage of insiders, institutions and if there is ay well regarded investor present) and maybe some other little detail for those who are not yet familiar with the company and maybe even hear about it for the first time ever.
Never actually considered my review would be an introduction to the stock, but suppose that could happen. Thanks for the feedback (note ownership structure always covered in the Share Capital section of my reviews)
for most of the stock you wrote about I hear for the first time in my life from you. and read and listen to enormous amounts of articles