$ITI Backlog
$ITI just signed a contract that is worth between $15.5m and 19.5m over the next five years. To put this in perspective, their entire backlog was a record 40.9m in their last reported quarter.

My full ITI thesis is here. I think the projections probably need to be revised up.
ThomasFJE's avatar
Thanks for the information! This is why I use the platform 😁
Young Money Capital's avatar
@smh glad to hear you enjoyed this post!