If history continues, NJA will start upgrades December/January. Again, IF attrition holds steady. Could be a couple months sooner or later depending how proactive or reactive management is.
You're welcome to give me $hit if I'm wrong. 😀
P.S. There are still a few VSPs waiting to leave. I don't have the remaining VSPs in my models. Also, attrition outside of VSPs has leveled off the last couple months.
Hard to forecast it is.