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Very quiet board given the recent performance.
New 52 week high & 12 year high, impressive in this market !
Stock has been perking up a bit, may be nothing of substance but still a very quiet board.
And there is the underlying dilemma of every proposed scenario for current shareholders...
PLATINUM is still in the picture. I think PP is salivating at the thought of a Zap deal...
it is the ultimate platform (no pun intended) to hype and dilute into the foreseeable future.
Just watched the video, it is amazing technology, how it integrates
and improves Implants products is going to be interesting. There is
a master plan for this acquisition, I think this all has to do with developing
a game changing product for the Military. An acquisition was mentioned before,
This has incredible potential & Implant must have a commercialization plan in the works.
No reason for them not to love them, they are using a superior product that makes their lives easier, safer, and helps keep traffic moving. 5 plus years ago this company deceided to follow a garbage truck to finance this compny, what's being revealed today is that it's not a garbage truck... it's a convoy of garbage trucks. If your wondering what smells funny after all this time now you know.
Lots of frustration from all parties involved..I think if they could say something...they would.
Stay tuned ! My antenna is up !
That's very funny ! & for something to be funny there has to be a fair amount of truth to make it funny,
in this case it is totally true. EDS players.... If you want to lead.... Pay.
Every time I read the board it's deja vu all over again, if you are invested in ISC for the B220 or the
new handheld...you've missed it. The industry is evolving and heading in a different direction.
Just as the me too's now have non radioactive units ISC will continue to lead the industry....funny part
is even the me too's would'nt exist without McGann's innovation.
You are not the only one who took note of that change of tone.
If they are indeed competing with others the numbers may look
much closer to Percy's suggestion.
Lots of M&A activity in the sector.... ETD market globally in the 100's of millions of which ISC is dominant.
EDS market in the billions globally... Who will be the winner to combine & dominate both....
Should be an interesting week.
Will make for another nice headline for this week's PR (s), I'm starting to lose track, is this
three or four years in a row they are top guns ? There is shure to be a nice lineup of headliners for
all the new news seekers of ISC, BTW Z 100k @ .64 is spare change compared to what is about to happen,
Implant could very well see a 20 M share day in the not to distant future.
Murray Huberfeld still being held on $5 million bond - SELL THIS COMPANY.
Thank you Z for throwing a grain of sanity into the mix, speculating on an evaluation is fun but at least there
has to be some logic to the #'s. I think your bottom of 1.50 seems very reasonable, the reason I think it will be
more than that is I believe they could have gotten that number five years ago. Percy's statement about management not doing there job if they don't achieve 2-3 also sounds reasonable and realistic and that is where my sentiments land. I would further refine the range from 2.25 - 2.75, I just somehow think that anyone
who has been here for the last 5 years or so will be made whole and that is also a range that should delight the
majority of shareholders. Just my opinion and we all know what opinions are like : )
Two things that caught my attention from the CC were the current and future breakthroughs the
company has and will have. Units obviously being used in Brussels were tested to the max as I'll bet
every person and bag was being swabbed, they said they generated a solution to high traffic with a
hardware & software solution for the 220 that McGann thought was a very significant improvement.
The other being the second Handheld under development, not the updated 150 but the next generation that will be "industry changing" and actually expand the market for the product, that
sounds like IMS/MS in a very small package with incredibly powerful capabilities. So if the company is being sold why does it matter? It doesn't but you better believe that is being calculated into the puchase price. Any comments from Percy 14 or Vintagesake from the CC if you're participating today
I agree with your opinion N and actually there are airports in the U.S. that have
been privatized and I'm sure it's a trend the TSA does not want to see going into the future.
The point I'm making is that from all angles ISC has the IP to make the solution a reality, we all
just speculate as to its actual monetary value is to a major player. The handheld which will be based on the
QSB220 platform (which we know the TSA has embraced) will not initially be used by the TSA but I can guarantee it will be used in airports and many other applications internationally. How will it look when there
is a story about state of the art American tech that is being used around the world but not by the TSA.
Sometimes Govt bureaucracies have to be embarrassed into making changes.
TSA delays headlining the evening news going into the weekend.
Long lines, delays, missed flights, missing baggage all being highlighted,
they are finding things including loaded guns and grenades. I don't think there
has been a better time to sell this company, that handheld is going to be big.
No way will they announce anything or hint to any type of purchase until the contracts are complete,
finalized and signed. They cannot say or hint to ANYTHING publicly in regards to an aquisition.
Any time earnings are announced after the bell on a Monday I view that decision positively, may get
additional information before then anyway.....let's see.
250 Million is a nice guess, I prefer Percy's
Don't quite get why the S/P has conveniently stalled right below the latest stike prices for MG & DJ but
IMO a worst case scenario is a buyout at double the current S/P. A best case scenario is a buyout at
3 - 6 X the current S/P, while the last alternative is the strategic partner that eliminates the toxic financing with Platinum and reduces them to a minority stakeholder or completely eliminates them.
Why the current S/P is under $1 remains a mystery to me, maybe that will change going into the weekend.
Stock has been trading in spurts, still doesn't trade like a normal stock as even now it can go 20 minutes without a trade. What I have noticed of late is that buying has been coming in the last few minutes of trading to push ithe price up. Shares are under accumulation.
Could see another 20 - 30 % gain today and the stock will STILL be under $1.00
Word is getting out.... Looking for Million share + days consistently.
No reason for this stock to be below $1 at this point.
How about this Vs.... I'm still not 100% convinced this is a buyout, it could still conceivably be a
strategic investment in the company with exclusive distribution and integration rights. Points to a buyout... but lets see what the reveal tells us...
I like Percy's numbers of 2-3, anything above it to me is a Bonus. One thing I've thought about with negotiations is that management does have a card to play, my guess is that whoever gets the company wants, McGann, Jones & potentially a couple of others. Good numbers on the bid....
someone is gobbling up the flippers shares..
Maybe like CATSA someone calls the company and tells them they saw that L3 was going to......
because the agenda for the show stated that.....
Maybe we get it Monday at 9:00 AM.... wouldn't that be a hoot.
In stand 11 we will give live demonstrations of "OUR" x-Ray systems and trace
Detection systems... BBaaaZZiiiiinnngggsaaaa !!! Lookin for a good day tomorrow !!
Very Nice ... All systems are Go.
I agree with your statement "Serious investors don't turn to wahoo message board for any advice."
The only thing more foolish than someone taking advice from a message board would be someone
paying to control it.
This is a big week for the stock, think this can go either way, can close at .40 or .75 by Friday.
You may be right about an attempt to bring it down again but if Platinum has turned off the spigot
it will be more difficult to accomplish. Interesting that Charles Schwab now shows Institutional ownership at 3 %, I assume that is due the recent filing by Platinum but then again I hate to assume.
Should have some good volume this week but I'm not looking for a million share day...I'm looking for a 20 Million share day. GLTA
Two top candidates that have been mentioned before LLL & RTN are currently valued at $123.00 & $126.00
respectfully, love to see it happen.
Ultimately Platinum Partners determines If, When, How & Who a transaction is made with. With 55+%
it is their bat and their ball, everyone else is a spectator. IMO it stinks but that's what it is.
"A low share price doesn't help anyone" except someone looking to aquire the company. It may not be the determining factor in an outright aquisition but it will only help the aquirer's case. For six years
DMRJ has been bleeding shares into the float to propetuate a scenario like that, it has always been the problem with the company and the obstacle to it becoming a good investment. You need look no further to see institutional investors throwing up a goose egg to see the deterrent, although the case is always made that institutions don't invest in pinks I will tell you that is false. Some micro growth funds and boutique firms still have the ability to invest in a company like ISC especially with Both domestic and foreign government contracts in hand, you take DMRJ below 50% and you are looking at
a very different stock...all IMO.
Depending on who ISC's partner/owner turns out to be the relationships can be just as strong.
Actually D. Jones has very close relationships with many of Morpho's current and former customers,
considering he was instrumental in establishing them.
Exactly.. so what is it worth to XYZ company to become the premiere provider in both ETD & EDS
since ISC's ETD has obliterated Morpho's ETD business. Now a company can integrate a superior ETD
tech into their EDS (it's coming). BTW that article is current (less than a month old not a decade)
Interesting read to ponder a value for ISC
http://www.theguardian.com/business/marketforceslive/2016/mar/21/engineer-smiths-climbs-on-talk-of-possible-french-deal
My comment is not so much to reflect the price action of the day it's more geared towards the ability
of DM to be difficult if they are not 110% satisfied with whatever terms/pricing that are being negotiated.
I don't believe for a minute that they still wouldn't screw ISC shareholders if they didn't think they were squeezing every last penny out of this situation & at 55% they can do whatever they want.
Buyout/merger/strategic partner right around the corner and a sustained rally still seems elusive.
You may have gotten it right in an earlier post Vs but I still at this late date don't trust DM. As much as I
appreciated Percy's post I am still not totally in agreement with his last paragraph, I'll trust DM much more once they are below 50%, only then will I truly believe all our interests are aligned.
McGann was able to estimate the value of an ETD company once already and sell it,
maybe some on the message board have done the same. He was a much younger man then.
Good point VS and I agree...McGann has a real..real...real good idea of what the company is worth.
What still remains an interesting possibility is a purchase involving cash and stock, a lot of accounting scenarios for an aquiring company. ISC holders could potentially hold shares in a S&P 500 company that is positioned to dominate the ETD & EDS market for a 5 or 10 year period.
Good post...it's not the million dollar question it's the
$200M.....$300M....$400M.....$500M+......question
Some miss the old days, McGann took the PND out of ISC, but then again it was really never PND it was
always PNDMRJ. Where is Ray Dirks and CP when you need them, took McGann to close up the office in China & San Diego and get a tight grip on finances. Was/is the stock undervalued ? It is with this last filing, as the numbers and intent of their financier become more transparent the company will finally receive the monetary realization it deserves. Looking for a good week...maybe even very good.