mtm--- yeah, I was not a big fan of ignoring the SP and the story for over a year after sacking the man that made this fly...but if McGann can deliver on a buy out, then all is forgiven. BUT "deliver" means, at least $500M.
There are 3-4 players in MASS that can make a run at this and use stock to do it. ISC is in prime position and staring dead straight at an inflection point in secure detection.
The single biggest obstacle is a congress loaded with dimwits; cut TSA's personnel budget and then ask TSA "why is there a long line"-- they do this so they can say: Opps, TSA's duty is being sold to a private company. They planned this and risked security to do so. That's how you get a 14% approval rating. Talk like a saint but act like a villain and then blame it on your poor schooling.
Its going to take a lot of R/D brain power, a significant budget but more importantly, a steadfast buyer to enable the Tunnel of Truth...magnetic, imaging, trace, maybe wave, maybe sound...but this product would be sold instantly everywhere if TSA adopted it here. This is at least a 100B$ WW TAM, IMO.
