Post by
bobbythebaker on Sep 20, 2023 10:01am
Sidoti Small-Cap Virtual Conference
CEO Peter and CFO Karen presented today at the Sidoti Small-Cap Virtual Conference via a zoom call. I only caught the last 10 minutes. Below is what caught my ear. If anyone else saw the whole thing, any feedback is appreciated.
-> Xtract One not looking at mass transit. Not a good fit for their model. Imagine the guy coming through the subway holding a crockpot. People coming into a stadium or a factory have a much more predictable profile of what they're carrying. (I can also imagine it would cost a lot to staff every station, with less economy of scale vs. a stadium where tens of thousands enter in just 2 hours vs a slow trickle all day.)
-> Peter's closing statement: Cannot think of a better time to invest in Xtract One with a 2x-3x-4x YOY trajectory.
Comment by
TedOrlow on Sep 20, 2023 10:06am
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