RE:RE:RE:RE:RE:IMO: The Market hasn’t reacted to the news yetJust looking back at some posts a year ago to understand contract announcements. The string of 4 small contracts in January 2022 totalled just over $720K. Individually and collectively it represents not even 10% of say 2022 rev, it doesn't appear material. The last contract for WIFI is material as it's a new product sale despite the dollar amount. So curious as to why DD made those 4 separate contract announcements contrary to thoughts given a year ago.
JamesWW wrote: You are correct. He will not announce dollar values for competitive reasons. Keeps from being undercut "x" buses at "x" dollars makes it easy to ball park costs for a competitor. DD does not want that. Further, lower value deals will not be public, only "material" deals aka large ones. This was also confirm in my last communication with him. Big things coming IMHO. Buckle up.
davewho wrote: 4 contracts in 2.5 weeks looks pretty good for GSI. DD is on record that he will NOT announce the value of every contract. In fact I'm pretty sure he said he would NOT even announce every contract GSI signs. Everyone here is waiting on the Septa contract which is the big one. In the meantime a steady stream of positive NR's is a good thing. IMO