HF - The market is waking from its slumber and VQ is becoming an all important part of the package. The Airlite 95 is no doubt part of the jigsaw, IMHO - we will know in time and this market is one to be in and Clement derive most of their revenues from their military sales.
The one basket is probably correct but hey, what a way to go. Will be boiled, scrambled, poached and fried, with a generous helping on the face! LOL!
This year is one of opportunity for TEO, with solid progress from 205 to lean on, they can really deliver the goods. I believe they will.
Good to hear from you again HF - I'm sure you will be pleasantly surprised.