Doc D- fantastic analysis. YES indeed a VC would jump into this. The risk has been sorta deminished and looks like payment is assured for but now IMSC is one leg into the tsa and swinging the other leg forward. So its a ripe plum for a VC that sees what is possible yet very close at hand.
But we are shareholders in a public company so share count is like blood pressure; lower is better, higher is near death. And VCs are famous for selling to public investment than buying from the public investor.
Lets look at the snow-dig out scenario: we have about 80M$ in debt snow, we dig out how soon based on the 162M IDIQ. Interesting enough, if half of that IDIQ is at the margin, that delivers about...wait for it-81M$. Add another 20-75M$ in other sales over the life of the IDIQ and you see a vital debt free company with cash.
I like your thinking and appreciate your posting those numbers.
Note to B9- hey man, I caught that backhanded swipe at my position re: IMSC Marketing as seen through today's event. I am with you on that. Terrible. Clumsey. Almost worthless. Seeing CEO Bolduc sweat close up, in the shadows at the back of the room while Todd holds a 150 because nobody warmed up the 220-- doinggg. Not the work of a sharp, with it marketing dept. I am revising my thinking as I type. Worse,so few really great opportunities exist to get on the national news with a story that has importance to the American traveling public... what a miss.
Best of Better Luck to ALL IMSC LONGS!
