forward thoughts
Curious to hear from fellow longs (having just heavily reinforced my position from a much earlier entry). Im betting 2018 and beyond brings strong return from present levels. IMO weve seemed to have found our baseline.
CVX held a demo day for municipal consultants in April 2017 does anyone have any feedback since then? My experience with consultants and getting new tech specified usually means Im seeing the fruits of my labor in tender awards > 24 months.
Insiders currently account for roughly 20% ownership of shares. Kendrick has steadily added 125K shares since Summer. Not a huge increase (holds 2.0M shares so added 6%) but still noticeable. Is this buying behavior standard for him?
The MSE research program wraps up this quarter and is producing better than expected results. Any thoughts how much additional revenue MSE could represent as a new, addressable market? Im still scanning competitor details on that front.