RE:RE:Q3I very much doubt Doug can be pressured by ANYONE into doing ANYTHING which doesn’t fit into his mid and long term strategy. Timing of the increase in sales and marketing makes sense. Infrastructure (data center) had to be put into place first. No point, in fact harmful, to go after big additional business unless the internal structure to handle it is ready to go. That said, I do agree that securing a major contract to reduce the reliance on SEPTA is immensely important.
Also, Wolf’s comment about having to wait 5 months (Y/E results) for any meaningful catalysts is imho misguided. Lots can and I believe will happen in terms of new or upgraded contracts in the next few months.
The only for me pertinent question: What’s the “ideal” timing / price point to average up?