KI- only one way that many shares show up instantly- DM DUMP INC.
Oddly or Nicely, they were scooped up almost like it was pre-arranged.
OR, DM fears a re-up with ISC will trigger a landslide of selling, which I believe would happen IF no other details regarding Strategic Alternatives was included in the Re-Up PR.
The company has guided our expectations to this point and rightly so as 2015 was not just a sell-produce product year--as they have said in 2015, R&D is our focus NOT refi or cap structure.
What does that R&D yield?
1. a hand held non-contact ETD unit that also can work with a swab add on
2. inline ETD unit that can back end an AIT unit and thus deliver what TSA wants right now in its EDS.
Both of these R&D developments make ISC a ripe apple for picking but if NOT an outright acquisition target, then an equity partner would be ideal as it gives that partner first seat at the integration "table".
Could the worst, as defined as a RE-UP w/DM on same terms, still happen?
It could, but re-ups on same terms could have been achieved two months ago, this points us back to BUY OUT or EQUITY PARTNER as likely outcomes as ISC is a prime acquisition target and or a timely partner for a large EDS maker with NO ETD non-contact capability in its quiver.
