Post by
ramman1 on Dec 07, 2021 6:42pm
Well Fergus :
Just keep a (keen eye) on things here, as they unfold into 2022 . --- As I have envisioned, Fidelity could be very close to a full position for the incomming partner ?, as I have suspected all along . That partner was dissected to the max , and incomming ,with the exact knowledge of Dyment ,who incidently ,has been masterfull in (1) getting his partner ,(2) getting the position with current market shares. No Dilution for shareholders , , and he knows exactly where 8.84 mil shares are located,with his partner. ----- Our corporate activity has allowed me to see the need going forward. ------- (1) We have the PaaS smart city option, and continuing software enhancements that will prove indespensible to transit operators going forward. . (2) We have ''Clairty'',which is a great tool for larger operators to allow them to totally control their operations with ease and efficiency. (3) We have ''Protector'', that is the prefferd package for the general, rank and file operators,predomentally in the school operator space ,enhancing their their efficiencies to the '' MAX''.---There are MANY more intiatives on the table going forward. --NOBODY: Has this level of quality offerinings,all packed to meet the needs of whoever may be the client. ------- ADD this ALL up: It cannot be sold and initiated to the hundreds and hundreds of buyers, BY ONE MAN. . (We have to get a partner) , and they are on the way. ---Tax loss selling after a very frustrating last half of year ,has a few weeks left . THEN: Watch out. --- Its just not possible to have this overall quality in a very small company without some fireworks. -----
Comment by
Ciao on Dec 07, 2021 8:08pm
Sounds like a material event that should be disclosed else one would run afoul of securities laws. That's why your premise of a partner falls to the wayside. What's the partner supposed to do? Provide capital? Provide sales and marketing support? If the product is good enough, it'll sell itself unless you consider Dyment and the talented board to be incapable.
Comment by
1bananaman on Dec 08, 2021 1:04pm
If the partner was NFI as an example, it would supply all the ammo Ramman is talking about. Reputation for sure! GLTA LONGS! Here''s to the AGM!
Comment by
fergus2 on Dec 07, 2021 8:40pm
Ramman1, if you don't get 500 reads on that post I would call it a travesty. You've pulled together all the salient points with absolute mastery. I remember you once saying that a company like this only comes along about once in 20 years. I totally agree and have positioned myself accordingly.