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Wrong! there should be lenders crawling all over each other to extend better terms to ISC right now. DM has killed it on their investment and continue to make tens of millions of dollars in interest on this annually, they lent money to company on it's last days and now with global domination you don't think someone will extend better terms than 16%? A company with 200M in orders doesn't need to wait to have a couple of good Q's to re fi- these are gov contracts and good as gold to lenders.
We have no option but to speculate,as the CEO has told shareholders in no uncertain terms he ain't talkin bout nuthin. Really makes one wonder what this would be trading at if GB was still at the helm- might have even had a better interim lending deal in place by now. And please don't tell me these wins were due to BM.
You know you've been here too long when you fully expect all these great recent wins to take years to ship for a variety of seemingly unknown reasons like their India order did. Wouldn't be surprised in the least if not one 220 has shipped off that IDIQ going on a year- par for the course with this one.
Mr Market doesn't touch OTC's with crippler toxic financing, with CEO's that don't give a crap about shareholders, and exhibit zero effort relative to any shameless self promotion. This story could be so much different, right now, today- because they choose not to tell it. Going on 80M in booked orders and 90% of the global market in their pocket, not a peep. Absolutely astounding really.
In the thousands of posts on here playing guess that price, I have never once offered my .02 on that- good chance we might never really know. Again, my only care is how much they care- about us.
If they had to take a narrow margin to get the award and kill the comp so be it-they will be making a ton of money in the future. My far greater concern is they don't give a crap about current shareholders,or are at the very least not as motivated to find better financing as we might hope. Contrary to what's posted on here, I find it hard to believe after nearly ten months and 90% of the market they have not found a better bridge loan or private placement better than 15%. For this to be trading at these levels with the amount of success they are experiencing is appalling. I hope they have a buyer lined up..
That would make this long truly "delighted".
The SP has nothing to do with their PPU on the TSA sale- it has everything to do with DMRJ. Hundreds if not thousands of posts speculating on the Pricing to TSA. I care far more about the current lending than 5/10k up or down on a 220.
The curse is lifted with new lending. Other than that, I got nothing.
A far cry from Glenn's anticipated 25% market share.
Please direct me to the "bounces" on PR's,this year, and more specifically the insider buys you are referring to. Just here to learn and make money, my schooling tells me we are parked till re fi. I do agree with your last statement, been saying that for the last going on six years here. You can be long and not thrilled with the entire package, without contrarian thought this would be a dull place- and there's plenty of reason for it @ .73 IMO
It's far from a lock, not for the company but current shareholders. Just get the feeling the CEO sees us as an expendable nuisance.
Sincerely,
A young William Shatner sitting in the window seat over the wing.
Nice deflection, you didn't answer the question and I stand by my statement, unfortunately. (OTC & Toxic lending 101)
Really? Please illuminate me as to why the SP was trading at 2x current levels last fall- with the same neg earnings and debt. Why won't it go up with all this spectacular news?
Hint,
Current lender knows their days are numbered and they have dramatically increased selling in to every PR, because it's found money.
Not too hard to finger out if you have been keeping score.
CEO not exactly a chatty cathy. Think it's a no brainer at .70,but to date has proven to be the most cursed stock I have ever held..for seemingly decades.
Not really,considering they have developed an impressive IP portfolio over the last five years and have yet to make a dime while doing it. Might seem staggering, but they will prolly book that this year alone in gross sales. Only thing at this point keeping the company's SP from breaking out is the current lender.
The debt is not extreme, the terms are.
Curious isn't it how quickly once they got ECAC cert the orders lined up like boxcars, but going on a year since approval stateside they're still in the infancy of rollout stage? It's rhetorical of course because it's the typical lethargy of the Gub mint, but more importantly Europe respects terrorisim far more and sees the urgency in rapid deployment. Said it for years- pure dumb luck people haven't been killed here knowing what we do about the gaping chasm of if not non existent "layered" screening. Crimson wall art, then lots of finger pointing,media blitzkrieg, public outcry, and then they speed up the process. That's how we roll.
Delight me by announcing a re fi, and a shipped order of 30M to TSA. That should get the SP party started..
In 100% agreement, as they are opening the valve yet once again on news. Groundhog day till new lending in place.
As it's about to dip in to the .60s once again on another solid order it appears your hypothesis is correct..unfortunately.
I'm of the mind an opinion posted on any message board will not really affect where a company is headed. I'm in the latter, not the former category;)
This is all just picking pepper out of fly sheet. They aren't buying shares because they have plenty of options. If you want to see the real tell look at the amount of institutional holders- zip!. We are riverboat gamblers, pro's wouldn't touch this with a ten foot pole. Now new lending in place and a couple of good Q's with guidance and that changes- more so when they get back on a real exchange. Maybe by the time Trump is sworn in?
Future valuation has proven to be a suckers game with this one, I only care about SP after going on six years. On that note, ASTC is trading at 4X this, with it's pithy market cap. That should tell you how much effect the financing has on this considering all they have going on.
"You guys" need to embrace the old golfing axiom of "it only goes on the score card one way" DM takes mulligans at every hole.If you think a great Q will have any real effect on the SP you need to ready the excuse bag for that one- would love to be wrong but it ain't gonna happen IMO. Same ole song till they get a PP or current debt restructure.
My gut says yes, heart hopes not. Do you really think a good Q is going to have a different effect on the SP than all these recentely announced orders did?. Rhetorical question, we both know DM will turn on the valve crushing any real uptick. So yes, same garbage in Nov waiting on the shackles of DM to be broken. A refi in place and we move on up to quote Curtis Mayfield.
There is absolutely no logical reason for this stock to be trading in this range given the upside-other than toxic lending. Maybe the less risk oriented are just waiting for that to be resolved, and will be more than happy to jump in at higher levels once that BIG issue is resolved. What's the old saying, when debt comes in the front door, love goes out the window?
It was tongue in cheek, just like B9'S T&A overview. Nothings going to move the SP till a refi is announced. JMO
Only thing gonna bring the SP to a boil is an announcement of new lending.
Period.
Sales PR's aside,beginning to wonder how much the current lawsuit has to do with their deafening silence..
The wolf has been here for quite some time, he will depart with new lending.
I think there are very few true longs here. I have only one alias. I am not completely content with the way things have gone. I only want the SP to go up. I could care less about any other text fields. I just want to make some coin here for all the years I have held it.
Never shorted a share in my life-I've been a long here since you were poopin mustard kid. Have some more kool aid,and keep thinking this BOD gives a crap about shareholders.
Shorts on a message board..yep, that's why it's sucking in the seventies no doubt.
Mas is right,and we are seeing the effects right now. A coiled spring that's bound by debt.
They have a real sales guy,who has no sales competition- good for him and us. But quite clearly biz is not their middle name as evidenced by the their lack of promoting the only game in town. Opportunity lost,every single damn day. Anyone thinks the SP couldn't be well over a buck right now with minimal promotional effort is living a lie, It's called biz 101.
On an aside really looking fwd to the Donald tearing that debate panel a new one Thursday.
Believe it or not I have experienced a paper gain of that % here, but that was a very long time ago. Waay to many shares out now for that kind of move, have scaled back expectations but still think if the wind blows just right we have a 4/5 bagger here in a year or so. JMO
Good ole days like a six year long root canal. Just hope after all this great breakout stuff they don't dispatch LT shareholders with a coup de gras 10-1 RS on a uplist.
This stock has more angst than any other under a buck in history.
No, the guy who works the valve called in late to work,give it few you'll know when he's on shift..
I'm convinced they time all their sells in to news, why else does this suck in the seventies on such consistent great news? They are playing it to perfection,dumping lots during the doldrums serves them little good.
OK, it's slow so i'll bite-how is low volume indicative of a whiff of debt re structure?. I see the overall low volume this year directly related to the current BOD's wholesale shut out of any media effort. I know, too early in the game for that nonsense right?