RE:RE:RE:RE:RE:RE:Skippy buyingCabbie, it's a nice investor presentation but it doesn't really show how IRD is going to win in this competitive area.
When some project comes up for bidding and many ITS companies show up with plans and prices, why should investors believe that IRD is going to prevail?
The acquisitions of Sensor Line and VDS should help in that they add new tech (for IRD) and therefore allow IRD to offer a better tech package. But it's just a start and there is a lot of competition.
I'm not saying IRD isn't going to move up the ranks in this area. I think they probably will. But the investor presentation doesn't give any sense as to how that will happen.