May. 13 at 4:53 PM
$DFNS It’s an
$18M MC in a
$25M guide. Emergent defense tech trades at 10X plus revenue.
If this trades at 5X, the stock is
$3.25.
Now that short term compliance problems are off the table for six months. I think this starts to recover.
Hoping for a good ER that builds confidence on and increases the guide.