Gatekeeper Systems Inc V.GSI

National Express NELLC Also Has Transit & Shuttle Divisions

[Steady77]

In addition to National Express NELLC having a very large school bus division, they also have transit and shuttle divisions. 

They claim they have the fastest growing transit company in North America.  This opens up a lot more significant opportunities for GSI.

https://nellc.com/services/

[ando]

Oh boy this is gonna be a beauty stock to own. Enjoy the ride folks Ando

[cpac]

Agreed!  The two biggest challenges for the company at this point are that they deliver excellent service to NELLC and that they can scale the business without losing that quality of service... obviously from SEPTA's perspective we can do that because we land more and progressively larger contracts so no reason to think we can't scale with other clients and more broadly as a company

[Dunworkin2]

I just wish Doug would share a smidgy of more information. Such as, during the balance of 2022, GSI anticipates outfitting 2,000 - 4,000 school buses with GSI's full suite of audio and video data capturing equipment. GSI has inventory on hand, ...or GSI does not anticipate any supply chain issues. Further, in 2023, GSI plans to complete another 3,000 - 5,000 installs on school buses and will

[Ciao]

It's possible that for competitive reasons GSI doesn't want to disclose this golden goose or egg of a partner or NELLC itself doesn't want details disclosed yet. I would think some details will be released eventually.

[KeepYoKidsSafe]

One other thing too we have to keep in mind is there is a fine line between informing investors & misleading them with announcements such as this. It's possible that it's just not ironed out how much NELLC is looking for GSI to service this year/per year/etc. I doubt we would see them disclose in the PR the $/bus they're expecting in a master service agreement. We can obviously