From my notes on the GeoInvestors conference on March 17, 2016, Meaney or Silcock mentioned the Navy, IBM, Airline traffic and Airline parts (Lockheed) within the same context of possible additional business. Six months later, MKRS announces their first commercial customer albeit anonymous. I am the originator of the IBM speculation based on above. Too, my notes show in that conference call in the very beginning Meaney could not mention the name of a prospective commercial customer "can't talk specifics," but much later in the conference call it slips out so naturally while engrossed in the interview. I think the two statements are connected.
It could be another company, but I am 90% sure that it's IBM.
Some chance it could be Lockheed (LMT) which would not disappoint.
Meaney said that he wants to do another conference call in 2 or 3 weeks, BUT it never happened. Instead what happened was the Sept confirmation of an anonymous commercial customer. Curious, no news in the new Quarterly newsletter.
I am slightly overweighted and holding until I see Insider participation.
