RE:RE:Food For ThoughtCiao wrote: That 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.
We'll it's interesting, because if you sit in the problem long enough, more legitimate answers come to the surface. You just mentioned several more Ciao, look Doug is a smart guy, I fully believe that he knows what is lacking on the investment side of the street. Question is what is he waiting for? What is his plan? You can't keep saying the shares are undervalued, and just buy it and put on the shelf for your kids.
Institutional boys will not waste their time reading between the lines, they will simply take a pass until things change. They would rather pay $2 bucks a share and be kept in the loop as opposed to paying $.65 cents and not really knowing what the future holds. Just my opinion.