Excellent work. Thank you for sharing. We have been researching and investing in Evolv for some time now. You clearly have done your homework and really understand the company, perhaps better than the company does ;-). I am a little curious as to why expedite might be supply constrained. Unless they have a different manufacturing partner for that it should not be the case. Something to probe more. I think expedite growth *could* be a positive surprise.
Excellent work. Thank you for sharing. We have been researching and investing in Evolv for some time now. You clearly have done your homework and really understand the company, perhaps better than the company does ;-). I am a little curious as to why expedite might be supply constrained. Unless they have a different manufacturing partner for that it should not be the case. Something to probe more. I think expedite growth *could* be a positive surprise.
Very much agree. Perhaps a poor choice of phrase on my part. Meant to imply that Expedite demand may be stronger than initial expectations. Cheers, PA
Excellent report! We are more bullish after reading this 🐂
What a deep dive! Thank you!
Long Evolv!