Hi D&O,
I have been at 8 for a while. Fortunately, the optimismometer coccoon is quite distinct from the unsafe harbour.
The final number is based on public information and seeks to exclude speculation. It was strongly influenced by various government documents.
But the absence of major orders and the deferral of the DoD timeline (so that now I am uncertain) and the dilution has me thinking of trimming back.
In fact, let me just do that now.
Back to a 7 and leaning towards a 6 without some sign of progress.
Not advice about price which I expect to go back up a bit - just a guess.