RT @realLigerCub: Earlier this month, $SODI reported record QTD bookings of $13.8M, w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. 5, up from $18.6M at the end of Q2, revs have already surpassed last year’s comp nearly a month before the quarter ends. “The Company anticipates it will receive additional bookings during the month of November that will be included in its third quarter bookings total.” Last week, the U.S. Department of State approved Germany’s purchase of 173 SM-6 Block I and 577 SM-2 Block IIIC missiles, plus related equipment, in a deal valued at ~$3.5B. For context, SM-6s are one of SODI’s top three programs, and this single order is ~1.4x the entire annual SM-6 missile production. The key question is whether the company’s long-standing
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