Comment by
ramman1 on May 08, 2024 12:09pm
My feelings exactly Ottawa10. I would have typed the same post, ''word for word'.
Comment by
Ciao on May 08, 2024 1:02pm
Maybe a delayed reaction, and I have no idea why. A $3M MDC contract, somewhat unexpected, and not discounted in the share price..
Comment by
alkyd on May 15, 2024 10:52pm
Good find i missed that point
Comment by
Ciao on May 16, 2024 2:19am
It appears the identify of the customer has been deliberately left out as GSI may be replacing/upgrading a competitor's equipment. That is not unexpected and great news as it's market share of the business is increasing by pouching into their competitor's space. All this great news that has not been factored into the share price with a 10x 2024 PE multiple.
Comment by
Ottawa10 on May 08, 2024 2:55pm
The free model seems crazy given that over time, stop-arm violation frequency SHOULD decline.