RE:RE:Big PictureRe your point 1, that it would take 150 days, etc. (I'm not sure about that number) . . . it's quite something how Foyston, Gordon & Payne went through all the trouble to accumulate their bigger-than-10% position and then turned around and dumped it all, not so long ago, much of it at $1.81 per share.
I wonder if they were one of the buyers of the debentures.
As for the catalysts, I agree. But remember that this is a competitive industry. For anything that ETC might be bidding on, TransCore, Neology, Kapsch, and potentially many others (Iteris?) will be there too.