RE:RE:RE:RE:RE:ETC Pipeline - M & A conference callTwo posters with RFP experience have now commented on VG 's post (copied below).
Similar to VG's "here comes the HALT !" posts of a few weeks ago, this seems to be more ridiculous hype from VG and my view is what VG writes is not entirely credible. Seems like a pump and dumper.
VG Post: "You can do the math. It is a razor and blades model. Gillette doesn't make any money on the razor. They make it all on the blades.
10% margin on the $100M original contract.
20% margin on the $800M total change order.
This is the equivalent of collecting the Apple verdict multiple times (spread out over 10 years of course) "