Post by
Ciao on Apr 05, 2024 3:18pm
Money Mark comments today
Mark mentioned that GSI is showing up at LD Micro for the first time since COVID as things are going so well that they want to tell their story. Mark has a one on one at 1 pm (don't know if it is Mon or Tues) and says that he believes Doug is meeting with "20" institutions and and they are great institutions and believe they will be buyers. He is also speculating that GSI may have an announcement before or during the conference.
Comment by
MBRocks on Apr 05, 2024 3:41pm
If DD makes and announcement... we know it will be significant (as NR's are far and few between).
Comment by
Ciao on Apr 05, 2024 4:04pm
Some caller asked if Mark has spoken to DD this week and indeed he has. He has also spoken to him in the past (I wonder when) but Monday will be their first face to face meeting. Given that Mark has been aware of GSI before and has just made it a pick is significant.