RE: what other time line would I use Inves.....
For many years I've followed along here....pretty much given up posting since the stock has lived up....( possibly I should say 'down' ) to the low expectations I always had for it.
I've generally enjoyed most of your posts and your point of view.....however...and a BIG HOWEVER....you're a little over the top when you proclaim 'extraordinary insight' !!
I won't bother with ''LOL''....I'll just conclude that you have a love affair with your own opinion.
You don't have to remind us that you're not connected to CAE...because if you were.... you'd realize that CAE has no identifiable interest in this little company and has no plans, at this point, to take them over......and you'd also be well aware that the sophistication, realism and the capabilities already built in to CAE's world class flight simulators leave no real need for anything that your 'data mine' might offer. Rather presumptuous to so vastly underestimate a group of professionals who are very expert at what they do and to underestimate the excellent product they already turn out. I might conclude that you've extended wishful thinking to an outcome that suits your own hopes and aspirations.
Maybe you'd care to elaborate on the ''100's of thousands of hours flying events'' that's just waiting to be mined. AMA's customers pay for or lease the hardware and then pay a negotiated usage fee based on the time/data downloads. It is my understanding that the data belongs to the customer and not AMA ....much in the same way that your Telco or ISP can monitor for time usage but do not have the right to your data. The inherent value of the data is in what the individual customer and its operations/maintenance personnel do with it against their own established norms to achieve the efficiencies that they seek.
From your post I'm left to conclude that you assume all the historical data that has been transmitted to and for these paying customers has somehow been stored and archived into an extensive database by Aeromechanical ...and in the same breath you suggest that AMA's management would be oblivious as to its value.
I'll say it again ...the data belongs to the customer....I'm not at all sure that AMA would have the legal right without the customers tacit approval to store all that data for its own purposes.....and if, in fact, they were doing it ....why do you think they'd bother if they didn't already have some idea that the data was of some intrinsic value.....( you can't have it both ways ) .
I wish you well as you continue to 'accumulate' the stock....was that you picking up the 2.7 million on November 23rd ??? One thing for sure is that much of the downside risk has been eliminated by the very low price of the stock......and they historically have always 'juiced' it a little when it comes time to raise a little money....that won't be long since they're still a long way from being profitable ( lawsuits and interest payments notwithstanding ).
I trust you won't be seriously offended if I reserve judgement on your ''extraordinary insight'' !!
I have every confidence that the management of this company and that of CAE have a far better grasp of what's they're doing and what's valuable to them than you do.....but thanks for putting your own unique spin on it.
Cheers