Sully-thanks for posting good thoughts re: ISC.
Current review of select airports shows NO ISC UNITS DEPLOYED--so the big event is coming. How soon, I cannot guess. My sense, TSA is still sorting thru the red team episode while settling events related to NEW EDS/ETD deployment contracts. I guess that is sort of smart. Or not, when you consider the Morpho "performance" stats ( said with a snide snarl).
So we have that going for us.
People who own losing stocks of winning companies always like to point to one area of performance. In this company, it is sales and marketing. The best in the world. BEST. IN. THE. WORLD. This bodes well for new products that ISC is developing. ( Thanks Glenn for finding real talent and bringing it along like a very smart CEO).
Now, the disconnect which I will preface by saying: WHATS THE EXCUSE for NOT supporting the stock of a winning company? Plenty, but most of which we will never know. But we guess as all disgruntled shareholders will do. Disgruntle-disgruntle-disgruntle. Good, that's done.
Since ISC has sold over 800 units and perhaps NOT sold delivered one to TSA as of yet(perhaps), we have plenty to look forward to. Consider, to build those OTHER 800 units took a small pile of money, so we know ISC has money. The question is what are they doing with it?
1. keeping funded into the near term future- which is prudent. Applause.
2. holding a few dollars for near term debt reduction, ideally getting rid of the outstanding interest of some 12M$ that accrues interest---erasing this is very important. Like a consumer with a large monthly home payment AND overdue credit card debt- something breaks one way or the other.
So we'll see in about 2-3 weeks and then we can take shots or stand and applause with delighted smiles. I have been buying shares again and sort of happily sort of not...( mixed emotion buying- the worst kind of buying?)
MR. BROWN- China needs money to keep their boat afloat, thus US T. sales. Devalue hurts them, selling US Ts helps them. Truthfully, if Trump slams a 30% tariff on chinese imports- well, its war IN China, not with China. Checks and balances worldwide? Or new way to fight a war?
Many multinational US companies have maintained their attractive P/Es via cheap worldwide labor which helps those countries to develop into NEW consumers while helping US companies to advance. If that ends, then what? Perhaps a question for bible reading Trump-- nah. Too deep. He'll fix China alright. ( snicker).
We have a series of twisted interrelated world wide economies that are manipulated by competing forms of gov. Their can be NO winners, just rapid advancers, countries in stasis and countries near the flame. Its fascinating to watch and kinda hot to be near and everyone on the planet is near the heat.
BEST OF LUCK TO ALL ISC SHAREHOLDERS!
AI
