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After the 220 has saturated the market it will be the gateway to the HX150.
I dunno.. think maybe we are dealing in absolutes. My thought has been if they can procure a 162M contract from the Federal Gvmt that would open at least a few doors to new lending. Gvt contracts are gold balls to lenders- you would think someone would be glad to lend them money that's better than "the only game in town" 15% vig, but they have had eight months to find more attractive lending with a hell of a lot more going on and yet crickets. That, and no media is why the SP languishes- there are those that won't touch it because of debt, and the others just don't know about this little company that's kicking ass with their disruptive tech. Hell if had tripped over this today at .70 given what they have cooking I'd be buying. We have had what 10-12M in sales posted this week alone,60M in the can this year and you can't find a bridge loan at 10 points hard money till you are in the chips and refi again at 7% next year? Let's hope one of the next PR'S is that they have done just that, because IMO it's the only thing chaining the SP down now.
They announce debt restructure and this goes north in a big way. Table is set, whether or not they are hungry for a re fi is the question.
True, but as much pain as Morpho has caused you would think they could bitch slap them with a EU piece without stealing TSA thunder. I mean hell,Morpho has been dining stateside for a decade..if the shoe fits..
Didn't someone here say they saw B220's active in a domestic terminal?
They are executing brilliantly on sales. I am not certain a good Q will do anything with the debt overhang, DM just opens the valve on any positive news. They get that resolved and it's off to the races. Why they don't grasp the power of promotion is beyond me. I guess if they want to piss away millions in profit on interest they just need to keep booking sales and eventually will sort itself. IMO golden opportunity after opportunity is being squandered by not embracing media. If there ever were an American feel good biz story it's happening daily here. Changing of the guard,with ghost soldiers.
The catalyst has changed to debt restructure,as we now know sales have zero effect.
It's always been a turd,cept now they are rockin it, and the new BOD is tone deaf.
Cheering in six months when the SP is at 1.50- right after a 3-1 RS.
Ignorance, with a liberal sprinkling of arrogance. Mgmt(like some here) seem to think that earnings alone will be the magic pill to cure the SP. Wait till the next Q financials, and there is minimal if any appreciation in the SP. They will be as apoplectic as shareholders. You see, it's not really about earnings, it's about the perceived value and SP. I only care about the latter,bit hard on the former years ago. They have elected to focus entirely on sales, which is noble, but when you look at all the other issues it explains the lack of interest. The OTC, debt, and lack of media are going to stunt SP growth significantly. You know there was a time this and ASTC were at the same SP,and we used to laugh at their posters that would come on here. Take a look at where they are now, and have been. Same industry, same volume,same earnings, same exchange. We should be so lucky to have their SP.
How witty,how original.
.71
All I can tell you is after they put a couple solid Q's together(the second will be significant) then the new waiting game will become the process of uplisting. That will take some time- among other things maintaining a sustained minimum SP of $1 will be required. Then people will realize they should have focused more attention in 2015 on said SP defict with some modicum of media attention, just like the prior BOD did with very little effort and bupkiss going on. Imo one of the priorities of any CEO of a company listed on the OTC, should be to get off the OTC,so real players will buy shares in your company. Insitutional, as well as 99% of retail won't touch pennies. In hindsight it will be seen another avoidable cock up, There's more than one reason this is dead money right now.
Don't rock the boat man,be cool,sip dat kool aid, but keep your excuse bag handy cuz this BOD ain't talkin- to shareholders or media. Shoot,i'll take a corporate profile hottie release right now..better yet a TSA shipment PR.
Just playin haters,and no I ain't sellin!
They already own the market, they just don't market,so nobody knows they own the market,and they are as perplexed as you on the SP.
Here's the standard ISC apologist response " they don't have the money for that now" Here's a thought, embrace media like your former CEO did, keep the SP over a buck,like the former CEO did, so when you actually start to book some green Q's you are already that much closer to NAZ SP requirements for re listing. When was the last time someone mentioned uplisting here?. We need off this snake pit exchange in the worst way,I don't give crap about "sustained SP" and " earnings are how you get the price up the correct way" ,keep it up anyway you can so you have a head start to get off this circus OTC!. It's not always about earnings, but perception, and future value. First someone would have to know the company even existed.
Bueller?
Thank you
Fair enough, i'm certain the one thing we would both agree on is it would be better to run from 1.50, than .70
It doesn't take any money,and very limited manpower to knock out a couple of key cable biz show interviews. Glenn did it all the time when they had nothing. BL does it all the time as an independent analyist, you would think it to be a can of corn for him to set one up with his industry gravitas. I would love to see this do something positive while we continue to wait for them to actually book a good Q. They have an extremely compelling and very marketable story, but choose not to tell it. Consistent squandered opportunities. They truly could care less about the SP.
True, but my hunch is they are focusing the same attn on refinancing as they are on media exposure.
A 162M U.S. Govt contract, 84% of the EU market, and they can't get a better deal than 15%? This BOD has been in half a year already,come on man..
Do you find .75 funny? I certainly don't. 60M is peanuts for the IP port now, along with 30M in booked orders and a fat global pipe do you really think they are a risk for someone who can get 10 points on their money? Don't kid yourself, these guys are brilliant scientists, but they are lazy with finding a resolution to the REASON for the piss poor SP, and are categorically arrogant and disconnected completely with their shareholders.
Look, I like this company,thought they had innovative patented tech that the world could benefit by, so I invested heavily years ago. It's all proving to be true, but along the looong bumpy approval road they amassed some nasty debt. I'm not saying they ever had a choice then, but now is a different story. If what I've been hearing is true from sound bytes from the ASM, it's astounding. To state " we have no answer as to the why the SP is where it is"
Really?
The SP is frozen due to the debt, blockbuster sales have no effect, and they refuse to address retail.
"we are looking for better financing, but nothing so far"
Really?
Maybe if you embrace the retail world you might find some venture cap that will want in on the next gen of ETD.
To not capitalize on the recent successes with mainstream media is nothing short of incomprehensible. They are white hot in the sector, changing the face of trace, and are content to wait months and months to bookend a couple of good Q's of growth. How much juice will they be paying until that happens?, and they will still have the crap lending!! All their problems go away with new financing in place, ain't gonna happen hiding under a rock.
Hey i'm good with .75, how bout you?
Truly amazing
Someone dumped yesterday,knocking it down to the sixties. It's back at it's normal drift range on low volume. I stopped paying attention to .05 swings here five years ago,because everytime I thought someone knew something I realized I knew nothing with this peach.
Looking back to the IDIQ release, the writing was on the wall relative to what was the stronger influence when it peaked at 1.50.
Debt won.
Is it a given they are even going to release one?. Let's hope it has more effect than the last few EU one's did, if it gets to that point.
Z,this BOD doesn't give a crap about retail,and is content to wait for positive earnings to correct the SP. Let's hope it does.
This Q would have been next Q if not for Morpho. Sucks,but 100% of the Domestic market and 84% of Euro is worth hanging out for IMO. Think we would all feel better if the SP was back over a buck, that might happen if they PR a shipped order from TSA. Other than that, I got nothing.
Thanks for that,about what I expected- 80% win rate and all proposals passed. If you speak to your friend can you ask him if they said they are going to PR TSA shipments?
Way I view this, the profit from the entire IDIQ gets them flush with DM,debt free,and they've got the rest of the globe to profit on. Not quite as simplistic as that, but close enough for Gub Mint work:)
In total agreement. I have never questioned the pricing,should have been fairly obvious when morpho was literally trying to give away their devices that ISC would have a skinny deal to get the party started, and boy has it started! They would be foolish to publish ANY per unit amounts. I'm sure they will hold gross when they can but without that IDIQ loss leader you can forget any street cred on a global scale.
Think the volume today is just some postioning trading shares in case they actually have something good. My experience tells me yawn, would love to have egg on my face..
Trying to guesstimate Q#s with these guys is impossible,like VS stated better to scale back expectations. They will have their best Q to date no question, but it will pale compared to the next several. So we got that going for us,which is nice.
"we are fortunate to be able to use social media for marketing outlets that we have. And other medias that we are going to get out to get our brand out there"
Got the tweet figured out, where/what are the other media's?
To me, re branding would mean a name change. They did mention they would be building the brand,which is not the same as rebranding. It's only 100 times stronger to us here,perceptually, because we watch it with granular detail, relentlessly,daily. They haven't been building said brand to where someone other than the people on here and the other board even know the company exists.
Financial structure is one of if not the first things people doing DD on this company look at. It's sizeable,and as evidenced even with all these wins people aren't touching it. I'm a pretty simple guy, but it has always seemed to me if they can attract a good chunk of venture cap(new retail investors) that just might bring a few M in to pay down some of the debt,while they wait months for sold product to ship and fund. They are changing the face of ETD,yet seem content to wait for earnings while the meter runs with their benefactor.
It's a truly amazing David V Goliath story,and an American one, that's unfolding daily. Absolutely no intelligent reason, tactically or otherwise, why they shouldn't be beating both their chests and media outlets TODAY. If they can tweet, they can set up cable biz pieces. Networks, if they knew the story, would be begging them for the scoop. Little American company that's fighting terrorism and potentially saving lives globally through dignified non rad screening. What's not to like here?
Nobody notices the company, because they don't want to be noticed.
That being said, they announce a re fi and it's off to the races.
Tomorrow should be interesting, not expecting fourth of July fireworks, some clarity would be nice.
Hasn't hit twitter yet,wait for it..
Not to worry, once that PR gets disseminated through our global media network(Twitter) we rocket to .79!
Brilliant!
I think McGann said they were getting 60% of the EU market, and that was probably not sustainable. I'm sure if the comp had gotten any awards we would have heard about it,i'm thinking that # was conservative. So far so good..
In 100% agreement. That was some pretty tough sledding he had to wade through,to say the new crew isn't riding on at least a % of his efforts would not be fair. Now relating to the DM mess,that's all on him. I think(like me) he focused too much on the chase of approval, and not enough on alternative lending, for years.