Gatekeeper Systems Inc V.GSI

Common sense investing - GSI interview

[DEM004]

https://youtu.be/A8MtCdQb2yo?si=5u12l-W4YwkdptrU

[cablong]

Data collectors turned on have tripled 2025 should be a huge year for train revenues and the school bus segment k -12 of the business just keepson growing, I think DD refers it as his meat and potatoes  more news and updates on mobile collectors coming out soon. Cheers

[cablong]

also over 9 million in cash with no debt. Pipline (order backlog) continues to grow , highest ever. Just a few comments from  Cameron DD interview

[Tropicalsun]

So another typical interview with just enough insight to tweek ones curiosity as to the future of GateKeeper, which by the way looks quite promising. However as a share holder it is the continued theme that patients and long term hold remains in tack. The most important comments in my view are that some of the cash on hand is being reinvested into the company to facilitate and support future

[Ciao]

Interesting how Doug said he wasn't sure how investors would react to a q3 loss which he somewhat explained here. Perhaps he should have done so in the q3 report to mitigate the drop in share price that ensued afterwards.

[Tropicalsun]

Preception is everything and you may be correct. However these days the markets seem to be quick to punish companies that miss the mark or report a loss, even in the microcap space. Interesting comment that Doug made regarding the lack of money being invested in the microcap space, I agree with that statement, it has been that way for quite sometime now. Today it can be argued as to the same

[kidl2]

Serious institutional initial positions are almost always established via financings; especially in the microcap segment. Doug has made it perfectly clear that he has no intention of diluting anywhere close to the current valuation. That is unless he is forced to raise money due to a MAJOR contract and even then, there is always the debt financing option as GSI currently has no debt.

[davewho]

I agree Q4 numbers were released to impress someone. If an institutional  investor sat in DD office and offered 65 cents he would probably say thanks but no thanks and we would hear nothing about it. I also believe if they offered $1 and DD said yes we would still hear nothing about it until it was a done deal. Signed sealed and delivered. 

[fergus2]

We're eerily in that time zone Sept.-October, - the 4-year anniversary run-up in the share price from the low 60’s to the high nineties on the the announcement there were investors interested in taking a position in GSI. That initiative failed to materialize and after hitting 1.30 the share price went into a long decline. Currently the share price is in the same general area today(.60) and

[fergus2]

Omiission in last 2 lines-  they don't have to announce their intentions to buy; but there’s no way they can squeeze in without it showing up in the price. 

[ramman1]

Yes: Great post Fergus . ----- But should we not hang on here a while ? . --On the down side ,the shares are below 4 years ago,before the ''Phantum investor fiasco ,at $1 share offering ''. --- BUT: Go fast forward. The company products are top notch , the technical staff superb.---So: after ( ME)  noting and taking abuse here  for 2 years about noting  the weak

[fergus2]

Thanks Ramman1 but your post is better. Your relentless nudging through 2 years of posts has allowed Doug to finally see the light. You've got 'im straightened out and set down for the stretch drive. Having finally seen the light he knows now there's nothin' like "that ole time Rock 'n Roll." Ha

[1bananaman]

      Been eating bananas all my life one thing for sure, it is really important to know when to peel the banana in order to get the best taste or bang for your buck. If one peels the banana too early, the taste is not there. If one peels it too late there are other bananas that taste better. DD probably knew for a long time there were unripe bananas so unless he wanted a bad taste