RE:RE:Every AgJunction shareholder MUST listen to the DE callHere is the thing...... We do not know how long it takes for the strength in ag sales today to show up in AJX numbers.
Let's say that DE's success (and agreissive initiatives) in Precision Ag forces their OEM competitors to get busy in that area. And let's assume that an OEM goes to AJX for solutions (hardware and software modules). That may not show up in AJX numbers for a couple of years.
You may expect a pickup in royalties as business picks up for companies already using AJX technology, but how long is the lag?
Wheelman should be much more responsive to overall Ag conditions.
I have been and investor and board member of PA companies. Nothing turns on a dime.
This said, the DE call was amazingly positive for PA and for AJX's outlook.