RE:Food For ThoughtThat sums it up. Institutions need transparency and some assurance that revenue growth will continue for the next few years. GSI has been labelled as having lumpy revenues and DD hasn't done anything this year to assauge investors on that concern. We hear lots of verticals for growth but have seen on news releases to show us we are making any substantial progress, ie. ALE, sales due to FRA compliance, business with Alstom (indirectly through SEPTA), etc.
We were told before to read between the lines in news releases, well those have been relatively absent in the past 6 months. We can't even get an update on how many MDC are on a subscription basis especially when the company wants to be considered a data analytics company. We are guessing about 5K, but we shouldn't have to.