RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Comparison Ciao wrote: TS, I believe those other companies woke up due to rev growth and profitability after finally getting traction. GSI has been doing it for a few years now. IMHO the other companies give more visibility to rev growth providing a firm path towards it. We hear how this will be a data company but we don't even have updated MDC subscription data, we hear how the upgrade cycle is upon us but don't see the impact, we hear that Doug is more excitedi for 2025 than he was for 2024 but investors don't see contract announcements which would get us excited. Institutions are not excited enough to take a position.
Ciao, as always I appreciate your insight. Yourself and ramman1 and others have expressed valid points and concerns about DD's management of Gatekeeper. We are just retail peons that at the end of the day Doug could careless about. However that being said there clearly is some investment experience amongst some of the posters on this board, which only matters to us.
I know that many of these issues have been disscussed with DD by many investors here today, he runs the company as he see's fit. You also have to believe that at least some of the many institutional conversations that DD has had in the past and present have mention things like having conference calls, providing guidence, IR people or firms, insiders purchasing shares if they so strongly believe that their shares are under valued, being more transparent about the future of the business.
At the end of the day if all these suggestions, some of which are just normal practices, keep falling on stuck on my way ears, then what is going to change? I know some of you shareholders have made it known that you hold large positions and have had for quite sometime. It has to be frustrating believing so much in a company and its products and seeing the SP stuck in under valued mode for such a long time. Maybe the some of the answers to the question what is missing is right in front of us and we keep looking past it.
As mentioned I will reavaluate my position and mindset towards GateKeeper and Doug Dyment early in 2025. If some issues are not addressed, I will trim my meager postion considerably and relocate the funds into names with better management teams. It has been a lot of years already for myself, some of you here even longer.