RE:RE:RE:RE:Seeking Alpha write up/analysis Ciao wrote: The valuation makes the company ripe for a takeover, hostile or otherwise. The selling tells us that investors don't have the patience to hold on. GSI is on Atrium's report as a takeover target due to an attractive valuation and it won't take much of a reasonable offer to get a deal done.
The MDCs are a goldmine. An acquirer (competitor or not) who sees the potential of recurring rev at high margins would light a fire to get the 50K MDCs lit. Sad but true, the current share price doesn't even reflect any potential from the MDCs.
Ciao, I do not disagree with your post. However I wish I had a dollar for everytime that some analyst or some research article said that a company was a prime takeover candidate. In my opinion, any takeover offer would have to be quite substantial for Doug to get onboard and vote yes.
At this point, what would consider a fair value stock price? What would you consider a reasonable takeover offer? I agree the MDCs tie in with Doug's vision for the Saas platform with huge recurring revenue potential, however that being said there are currently only about 1 thousand turned on.
Early stages, but one has to believe the vision and reasoning behind building the data collection site right. Once again people keep asking, when is that next big contract going to get signed? Proof of concept should have been established with the SEPTA contract right. Yet still no other big transit or train contract. As they say patience is indeed a virtue.