Too much "all or nothing" talk still taking place.
That's not really how IMSC has ever gone.
We usually get news that keeps us moving in the right strategic direction, but nothing that is, by itself, a single catalyst for pps growth. And, because everyone wants/thinks the single event will be the catalyst, there is disappointment and selling when it isn't.
Think back to the TSA approval, then the TSA IDIQ award. Both were thought to be "the launching pad" for the stock. They were great things that moved us further along our strategic path, but they were not, by themselves, a catalyst for sustained pps growth.
We're in a similar situation. IMSC will do something to address debt. It's the next logical step on our strategic path. But, it might not be the single event that will move the stock where we believe it should be.
IMSC is a long term play. Much of the risk has been mitigated. I believe they will address our concern about their debt, which will move us forward in the right direction.
The thing that can hurt investors most is setting their sights on only one or two scenarios being a successful outcome. We need to focus on whether or not what IMSC does moves them further along their strategic path. Given past history, I strongly believe it will.
No fear based selling from me!! That's for sure. If we see a drop because others don't
like the news, I'll be loading.
