RE:GSI interview by CSIYes to many of the things you say about the clip Ramman1, most particularly no announcements about any transit wins, but certainly lots of hints that there could be.
Love your description of the host being a soft cheerleader, supposedly with no skin in the game. Indeed it is possible that he could, -with scaled up paid subscriptions to his newsletter, do well from his stock picking prowess with little to any risk of becoming a depraved market participant like us. Ha. However I think there is practically a virgin niche out there for him to put out unbiased clips that would not crucify CEO’s or their companies and yet ask reasonable and pointed questions that we investors would like to know. Our host must improve the quality of questions asked and eliminate the platitudes. It’s all doable but it takes time and patience to get it right, but clearly, it is in both parties’ interest to make the dialogue succeed. More time should have been spent to hone it IMO.
My takeaway from that clip: Dyment regretted holding back info on some of the company biz to avoid any tip-off to competitors, and to his dismay, watched the share price get frittered away by a largely impatient retail shareholder base. I think it takes character and conviction to do that but it does occasionally have a price. Or is it just a sliding scale of values and now the stock is quite undervalued and a great buy based on some of Dyment’s remarks in that clip.