Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
One thing I found interesting(and apparently disappointing to some) from today's rolling commentary here was the utter contempt for Glenn,specifically his lack of sparkling oratory. Lets' face it, he ain't Mr Charisma..either DJ or the Doc resonate far more confidence and measure their responses far less. That's because they don't have to walk on egg shells relative to certain sensitive tough questions. You can tell Glenn is so careful and slow in his responses as he HAS to make sure he doesn't say anything that will violate SSI or tip off the competiton. Seems a lot of folks are hanging on his every syllable, and quite frankly he does give you a head scratcher occasionally. As a CEO I don't need him to exude personality, just keep moving the company fwd and close more and larger deals.
One could assume if Implant engineers are training TSO's in airports with their tech, prior to TSA purchase, they have a working relationship that could be catergorized as "close", as in close working relationship.
They definitely have lost their swagger the last couple CC's. I'm sure they ate enough humble pie today to shut down and go from 'on the runway" to max conservative estimates on timelines.
Wasn't really as bad a CC as the last, I will walk to the end of the limb here and say they will be profitable this Q
Sales are the cure for this SP without question. I won't be around for the CC, hope someone asks them what the status is of the TSA 1/14 Cargo mandate, there has been nothing new on that for months. Checkpoint is great.. but short term cargo is a 2014 opportunity, checkpoint is down the road.
Z, with all due the Implant has some of the best shareholders any CEO could hope to have. Board insects,trolls and flipping contingent aside show me another company that has more faithful longs. These last few orders are nice, but let's face it they are timed leading in to the CC. I sure hope they aren't the last for awhile. For perspective, the largest order they have to date is that 6M India one- from Jan 2010. I'm going nowhere, and would be ecstatic if they have a few more of these AFTER earnings are released. Consistency is what people look for, it's hard enough with this being a lumpy sales sector. Several of these size orders peppered in between one or two sizeable one's and we are off to the races.
Z, with all due the Implant has some of the best shareholders any CEO could hope to have. Board insects,trolls and flipping contingent aside show me another company that has more faithfull longs. These last few orders are nice, but let's face it they are timed leading in to the CC. I sure hope they aren't the last for awhile. For perspective, the largest order they have to date is that 6M India one- from Jan 2010. I'm going nowhere, but would be ecstatic if they have a few more of these AFTER
Don't know, maybe DM,people tapping out,beer money traders..it is after all an OTC. As Josey Wales once commented "buzzards gotta eat, same as worms",although their ain't been enough meat on this bone for a good soup in quite a while. Quite honestly I have never looked once at level 2 in the 53 months I have been a shareholder. I don't need L2 to tell me it's at .80 and there's no interest. Like you, I am in at much lower levels, actually have never been red since owning but I feel for the people that are down 40-50%. I have been there on others, it's never pleasant. That's when you really need to do your DD, otherwise it could be a real grinder if you haven't and bought blind on a tip. If you only looked at their PR's, .80 would not be the SP you would guess it to be. This is such an off the radar sector the only thing that's going to get it kick started are big contracts. It will move then and only then, as the boy who cried wolf has long been ignored for lack of follow through. Missouri is calling..
Andy, with all due respect it was a fresh stock back then with a lot of attention (and volume) when Uri did that interview. Anyone can pull up the four year and see it's been( pretty much) a sailboat adrift in the ocean since then. There was a time when these last two orders and earnings following the next day would have at least generated SOME interest- The needle is stuck, it's dead money till they can get it together.
Still waiting for that profitability breeze..
I stand corrected. Been through so many CC's here one just blurs in to he next. It's been averaging around a buck or so for the last four years,I don't sweat the .20 up or down and am here for much higher aspirations. Like someone stated, we are are not wrong here, just early.
Sales, or lack thereof. I don't recall a "plummet" after the last one. As has been the case for the last four years, they have tremendous potential, but have yet to turn a profit. I see a sideways SP until they can get a sizeable order- large enough to blow the dust off. A multi hundred for some 220's would be encouraging,a multi year fed one for thousands and they will be rock stars. They are moving fwd, paradigm shifts in tech are as slow as molasses in winter. To get the cement shoes off the SP they need to close more small deals like the one's the last couple days- with much higher frequency than one or two a month until the whale contracts materialize. JMHO
Momentum is everything,that's something we have failed to sustain to this point. Don't know when earnings are released, but if it's Friday I would expect another PR tomorrow. Keep em coming- small orders don't move the needle, but they do add up.
It means he has over a million shares, and doesn't make enough to,or feel the need to buy more at this point. Yes I am squirming a bit as anyone who is heavily weighted here should be at this point. I will feel a lot "smarter" when they get rolling- but no one, not even you and your humility could have guessed they would be at .80 a year after cargo approval.
Disclosure: I don't have an agenda here, or a personal vendetta with Glenn
If they are not selling product,and not executing,the argument could be made if the CEO has enough salary to buy shares on the open market he's drawing too much salary IMO. He makes around 400k, after taxes about 20k a month. For that pay grade what he has been able to do taking this company to this point is chump change for that effort. His contract is in part performance based, he has seven figures worth of shares and has sold pretty much none in the last four years. To me that speaks volumes, but they still need to sell more product. It's taken way to long to get to this point, only thing that will get new blood in here are big contracts. Cargo approval did relatively little to get new shareholders, that fizzled and I expect checkpoint will have the same effect unless they can back it up with SALES.
Buying shares on the open market is a bullish sign,for fortune 500 CEO's not OTC execs for a company that is yet to be profitable. Just sell product, a lot more than they have been and the SP will respond accordingly.
Just confirms they aren't going to screw the pooch and blow four years of effort by breaching SSI. We know March is go time,and to your point it could be big.
5200.205.001 Publicity and Dissemination of Contract Information(AUG 2013)
Publicity releases or commercial advertising in connection with or referring to this contract or effort shall not be made by the Contractor unless prior written approval has been received from the Contracting Officer.
The Contractor shall not publish, permit to be published, or distribute for public consumption, any information, oral or written, concerning the results or conclusions made pursuant to the performance of this contract, without the prior written consent of the Contracting Officer. Two copies of any material proposed to be published or distributed shall be submitted to the Contracting Officer.
A minimum of five full business days’ notice is required for requests made in accordance with this provision.
4.3 H.5200.205.002 Advertising of Award (AUG 2013)
The contractor shall not refer to contract awards in commercial advertising in such a manner as to state or imply that the product or service provided is endorsed or preferred by the Federal Government or is considered by the Government to be superior to other products or services.
4. 4
#1 story on the evening news, Airline terror back on the radar with the games starting tomorrow. Could not think of a better time for a Thursday PR..a real one.
Great question. I do think they don't want to tip their hat to the comp,makes sense. Clients are different, lawyers dictate the verbage in the releases. We know they are under heavy SSI/NDA's on the fed level.. time will tell I reckon.
What a great opportunity for the other domestic carriers to announce in their PR's with Implant how proud they were to support American jobs by purchasing American tech!
Let's hope we land the big fish, this isn't one but don't like what it portends to
http://online.wsj.com/article/PR-CO-20140204-906697.html
How do we know the comp has been eating our lunch? Don't kid yourself B, judging by the amount of organized monkeybiz on the boards tells me they they are worried about the new kid on the block. I just think it's easy to throw rocks at mgmt because the SP has been languishing, and even easier to armchair QB on the reasons why. When they ran all the Corporate profile videos with Joe Jabronie and the hotties it did jack to the SP. All the micro cap web articles did the same. Even the network one "busting at the seams" did squat. It ain't 2010, they aren't going to get a real run till they get real sales. It's taken too long amigo, pretty easy to look at the four year chart and see they are still "on the runway and waiting for clearance" Don't get me wrong, I'm still accumulating over four years down the line, just don't see anything but eye popping scale orders kicking the SP in the ass. Still think the old girl gets it done this year,i'm a patient guy.
Lack of a PR firm is not why the SP is where it's at, they haven't closed any significant orders-yet. They're not trying to get widgets in to Best Buy, what good is a PR firm when 75% of their orders are under SSI/NDA's?. Wanna get the SP up- sell product!
I've got a fever..and the prescription is more cow bell!!
PR firms are great, but add to the bottom line. Let's get some large orders booked first then we can afford a PR firm which can then postion and promote the company to the investment community. Nothing has entre' like a fat contract with the gub mint.
Let's hope the agony turns in to the ecstasy;)
DMRJ was the only company that gave a credit card to Implant. Without them. this board or Implant doesn't exist. Speaking of demonizing,can't see the logic in bashing DM. It's not like they scripted this timeline, they lend money, not approve tech. I'm sure they would much rather sell those .08 shares for five bucks than .80.
Like them, I'm here for the gravy part.
We have simply taken too long to get to the point we are at now,boy who cried wolf to an extent. Pharma/Bio picks are cocktail party plays,anyone can explain them in one paragraph, we are not that. It is frustrating to see companies like ASTC triple with a single patent, when we have been cranking out several and are miles ahead relative to approvals and production.
We'll get there yet,just not sure when.
Don't know about you, but I'm done predicting anything at this point.. We are a tiny niche company that no one knows exsists less a couple thousand extremely patient stockholders.
Sales,significant sales are the only thing that's going to move this.
Long and strong since 12/09
He is right about one thing, these are good days to pick up some more on the cheep. I bought some more this week,have some shares at 1.16 and some at .06,very easy to ave up if you know what you own. BTW has anyone seen any fresh orders from the competition since 2010?
Plus 1 on that B. We have all been way wrong up to this point on timelines. I don't trip on it too hard, as long as I am right in the end when it counts.
Please, the patent portfolio is worth 2-3 alone with the debt. What motivation does Glenn have to sell the company at .80 when it's going to be at multiples of that in the near term? Thinking the cargo market has vanished is going to surprise quite a few, I fully expect several large orders well in advance of checkpoint approval.
Been thinking of Why Uri has been conspicuously absent since that one interview years ago. It dramatically affected the SP, a lot of $$ made and lost that one(not longs obviously) Perhaps since Platinum is the equity parter,and Implant has been under TSA vetting for so long, that it was a conflict of interest?. Can't imagine why he wouldn't be jumping at the chance to pimp them since they have moved in to this postion. Maybe between IMSC and Platinum they didn't want to draw any unnecessary attention to themselves that would affect their quali process. I couild easily see a few good pumps by Uri and a roller coaster SP getting some aspersions cast.. definitely would cheapen Implants credibility in the circles that count. Glenn won't blow it, he knows what he has here and so do some on this board.
Absolutely. All you have to do is read the ACTSL updates to see they have moved to the top of the list. That, combined with no new orders for existing tech tells me while it's taking for freaking ever, that won't change the high probability they will get the majority of contracts for ETD. How do you not give an american company with superior award winning technology the biz? Neither of the other two foreign competitors are in good favor with the gov currentely, not to mention their tech is obsolete.
Nothing like knowing what you own;) This is so going to be worth the wait..
One big order does indeed change it all. How does a little shell company get their widget through vetting without some burn and R&D?. To state they have debt is like saying the earth is round. I guess they could not have been approved, then I would be concerned. On that note, can someone please point me to the last multi million $$ ETD order from either Smith's or Morpho?. I found the one's from 2010, other than follow on's from those I can't seem to find anything since. I'm not counting that 100 unit order to Canada last spring - that was a complete homer deal as the unit is mgf'd there. BTW that model was approved in 2006, wonder if they have anything new?
Bueller?
You know the answer to that, considering how much effort you invest in posting Glenn's quotes from past CC's.
I believe it went something like this " noone thought we would get approved." Easy to go with what you know. Again,it begs the question, after several years of multi year federal contracts for ETD's, why don't S&M have any follow through for 2104 and beyond?
Answer:
They have conceeded the ETD market to concentrate on EDS and dozens of other areas. Companies bought legacy tech because the choices were at best limited, given the political pull they had. Now there's a choice, an American choice,that's hands down superior on multiple levels. That's why it's a clearance sale down the block, and why their best sales execs are now working for us. That GSN award was earned, not purchased. If it was available for sale, Morpho or Smiths would have been able to write a much larger check than Glenn.
Since you are quoting me directly, i'll bite. Morpho sold 200 units last year? Big woop, so did Implant. To me, that spells end of one era, and the start of a new one. Since S&M had sold several thousands in years past,it's curious they have had no significant follow on orders now that the new standards are in effect. The ACTSL 8.7 reads like an ingredient label for Implant tech. To compare ETD sales totals from a company that has been the standard for a dozen years,to one that's not even officially one year approved is not consistent with logic. Actually they were pretty close last year( affirmantion of the changing of the guard), my moneys on that's going to change dramatically this year. Sure it's taking forever, doesn't mean it ain't going to. To say " they better get it together soon or else" is also inconsistent with logic, as it infers they are not doing everything they can, which cleary they are. Lastly, they are registering sales, so to create the spectre of a company hemmoraging cash because of lack of them is not correct. They will announce their best Q ever. Future is very bright for this company IMO.
Not five years from now, five years since Glenn's term so they are just about ready to own this market. That sounds about right, considering the glacial speed at which it takes for a paradigm shift in technology to move through the belly of the Washington snake. Pretty impressive actually, what they have accomplished getting to this point since then.
Interesting artice.
Could become very bumpy in the Mideast, if this comes true.
http://finance.yahoo.com/blogs/daily-ticker/oil-prices-could--crater--in-2014--bremmer-says--but--dream--scenario-could-become-a-nightmare-132907339.html;_ylt=A0SO8zj9cc1SrHcADBtXNyoA;_ylu=X3oDMTEza280YWt0BHNlYwNzcgRwb3MDMQRjb2xvA2dxMQR2dGlkA1ZJUDI2NF8x
Only confirms the growing global need for ETD, and opportunity for Implant. The mean ole world is only getting meaner.
There might be a little monkeybiz with the SP,it is an OTC but I have never subscribed to conspircacy theories here. For sure there is a full court press to discredit the company as evidenced by certain posters, but that's outside of the trading and it isn't going to change the outcome. It's at a buck because they have yet to break through with sizeable orders large enough to attract new investors which in turn will affect the SP. That will change at one point, and then people will be chasing it up. More confident of that happening now than at any point in the last four years.