Post by
shawshank on Sep 15, 2015 8:35pm
Odd trading
I would have thought the price would be moving north more than it has this second day of the trading week ahead of game changer material news related to SICPA and moving to a Definitive Agreement Status.
One thing to me is glaringly clear and needed.
That being once this closes to the DI status Bruce Rowland needs to get out on the corporate stump and start expounding the ROI opportunity here for Eurocontrol and its Shareholders
under the SICPA brand for GFI and Petromark...what the large upfront cash payment is earmarked towards be it in its entirety or broken down and earmarked for whatever purposes was known to the company principals before the deal with SICPA as a LOI was announced-because the expectations are not fully seen in the valuations on a go4wdbasis and a discount
will be in play IMO unless Rowland communicates the value proposition from a company perspective and the opportunities at hand in the vertical market sectors such as Semi C / Wafer market segment....Marine....etc etc....I know the two Semi Conductor players working with their Isreali Subs thru the commercialization trials at EUO are under ND for obvious reasons-but I believe Bruce needs to crank up the visibility and start banging the table more then we have seen lately-once the SICPA is able to be sponsored and promoted properly and dutifully.
SS
Comment by
shawshank on Sep 16, 2015 7:12am
MS...not frustrated at all...was explaining why the trading is odd and what Rowland will do after the SICPA deal becomes definitive...vis a vis raise the visibility of the investment return opportunity and outstanding valu proposition of the company going forward for unlocking the discount on valuations and commanding a premium. SS
Comment by
Koast2coast on Sep 16, 2015 7:25am
Is the current price not already priced at the deal becoming definitive ?
Comment by
Koast2coast on Sep 16, 2015 9:19pm
Well , it seems we will have another opportunity to accumulate moe over the next bit . However seeing as there is no deadline put out in the release the news of the Difinitive Agreement could happen tomorrow or three months from now. Someone was not thinking ahead when the first news release was put out.
Comment by
Koast2coast on Sep 17, 2015 8:23am
my very unscientific guess would be between Oct 12 and 23. lol Anyone else ??
Comment by
thedon on Sep 17, 2015 11:05am
fwiw If the holdup was only the result of a finite number of religious holidays, then the final deal could be as soon as the end of September?