Gatekeeper Systems Inc V.GSI

Discord Livestream note 1: institutions

[Ciao]

Doug meets with institutional investors 2x per year. At less than $100M market cap they are unlikely to take a position.

At this time with 2023 results out some nano/micro cap followers who passed on GSI initially may take a look again. Small Cap Discoveries did an interview about 7 months ago but Paul did not recommend to his subscribers. Keystone Financial also had a look last year and did not recommend due to lumpiness of rev and quality of earnings. Quality of earnings is not a concern in 2023 as cash flow exceeded earnings. If the company can build up rev so they are profitable each quarter, lumpiness IMHO is less of a concern.

Doug for some reason answered only a few of the questions. Cameron noted that Doug will need to offer more details and transparency when he talks to the big boys, esp. more details on PaaS and SaaS if data analytics is where the company wants to move into for higher margins on recurring rev.

[MBRocks]

Thankd fo shiaring Ciao.  My biggest take away from recent interview.... Buy and Hold!  Great base of investors here and always good discussion.

[davewho]

Thanks Ciao good to hear DD meets with institutional investors on a regular basis. I was also glad he made mention of a future financing if/when the price is right. Not now obviously. A quality institutional investor can be an asset providing funding for faster company growth, funding for a large scale contract bid, meeting qualifications for a large contract bid and potential faster growth via