Pat- you predict "nuclear stock winter" with a "NEW"/Similar DM "refi"...if the converts still exist. The SP would continue to grind downward, interest would diminish and any PARTNER would think very adverse to taking a position in our stock. The company would still bear the yoke of needing revenue GREATER than 14M$/qtr to eak out an operating profit.
The GOAL must be: switch our expensive, dilutive debt for less costly debt but add the possibility of a capital raise thru a stock sale at a less dilutive level than 8 cents a share. This would assure the "debt switch out" succeeds.
To my mind this all hinges on EXACTLY how precise our INLINE ETD unit performs. The company has proven their forced air/ vortex collection of sample trace works and works well...To my mind, perfecting this technology is NOT a bridge to far, its actually very near. The only two scant bits of evidence I have for this thinking are: a. the ISC ETD PORTAL and b. the company's public declarations of Dr. Jones working in tandem with President Liscouski...this team has marries TSA insights and excellent engineering/sales skills in presenting product features in a very convincing manner.
December is the time to make the PLAY happen.
IF not, then my interpretation of Pat's DM prediction, a dreary SP year will come to pass. And Pat, we all are keenly aware that DM does NOT care about ISC longs...UNLESS...those ISC longs turn into competing sellers of ISC stock--THAT is DM's problem and I will guess that they now are very aware of that.
