RE:HenoftheWoods Hi Fergus,
I visit the board here several times a week. Never stopped.
The truth is that I am humbled by the posters here.
Many are so much more on top of the GSI story than I am, that it is difficult for me to find anything truly worthwhile to add to the discussions.
In any case, since you ask... I feel that we're at a new inflection point for the stock. Although I think we may have one more "weakish" quarter to weather with respect to y/y comparisons the news trend should be more than sufficient to mitigate this if it happens. Surveillance (whether one likes it or not, and for whatever reasons) is the way of the future and GSI is exceptionally well positioned in that respect. DD has now informed us of two significant bus contracts, one because of location (NY) and the other because of its "open" structure. Now we all await news of the next big transit contract(s) to drop. If it does, we won't be looking back and we'll likely triple from here. That's my current thinking about GSI.
Cheers,
Hen