RE:RE:RE:At The End Of The DayNo one really knows when the MDCs will start to contribute to sig rev growth and margins. At $500 CDN annual subscription fees / MDC and with 50K lit, that is $25M of high margin recurring revenues. Apply a valuation multiple of 10X and that give $250M of marke cap value or about $2.50 / share.
If DD can't monetize the value of the MDCs, then someone who sees the potential of the company and believes they can, will. Keep in mind that GSI has over 25% of the school bus security business in the U.S.