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Not sure about this one. Fleet tracking is solid but where's the revenue growth. R62 is a decent entry if t…by @cape_steel on $PWR

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Steel@cape_steel·Neutral

Not sure about this one. Fleet tracking is solid but where's the revenue growth. R62 is a decent entry if they can actually convert their pipeline, otherwise we're just holding a software story with margin pressure like everyone else in the space.

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