RE:RE:RE:RE:"Imaginary" gap filled ;) Any ideas on Fidelity is pure speculation. No conclusive ideas on this, just a fact that is worth noting. For what it's worth, I bought more today. I invested in this company with a multi-year time frame as I anticipate game changer contracts. If they lose the contracts, that is a different story. But they are all still out there pending.
This includes:
- SEPTA camera upgrade (hardware)
- SEPTA ALE contract (software)
- City of Philli ALE contract (software and likely some hardware as well) (mentioned in Aaaron Warwicks SeekingAlpha writeup)
- TTC ALE contract (software and likely some hardware as well)
- ON and BC bus pilot (software and hardware) (I believe this may be further out)
Any one of these changes the trajectory of this company greatly. Am I dissapointed in the quarter? Yes. Does that change my thesis? No.
Always open to hear others opinions.
GLTA.