RE:RE:RE:RE:RE:Trouble investors are not seeing This board has always been fertile ground for solid, factual, enthusiastic opinion on GSI.
Leaving for the moment a complete conquest of Septa, though tantalizing just the same, it is highly possible there are other victories on the transit side that may offer rewards equal to or commensurate with a SEPTA conquest. I’ve always viewed SEPTA as a steppingstone. Another transit authority contract could well put us back to or beyond our highs.
This stock is a bargain, but for an acquirer to gather shares in meaningful quantity it could only be achieved through an initiative similar to what we saw put forward in late August; it would have to go through Dyment. Surely a similar deal could be resurrected again. I can’t believe there isn’t some entity out there interested in pitching in with GSI or that GSI’s need for heft wouldn’t be amenable to just such a pairing.
Nor should it necessarily be considered a sell-out ahead the billion-dollar figure but ultimately a more practical way to scale up to that level through having the capital, equipment, and personnel to make the billion-dollar company a reality. That route would almost certainly take the stock higher along the way and would seem to be the more practical approach.