I've had dinner with George on a couple occasions and he is as conservative as they come. He doesn't say anything unless he means it, especially in PRs.
From todays PR, probably the most important part: DVDs -- "That additional contract wins from new or existing customers would represent upside potential to this schedule"
The reason I'm buying the stock is DVD's and other potential kiosk offerings: I believe that GAXC has a good chance to actually take some chunks of business from big brother (redbox).
I talked to some store owners that I know that use redbox, I know how redbox structures there contracts, I know that MANY aren't happy with redbox. MANY are looking for another solution. When I spoke to management right after the Retail Store conference in Las vegas, they said they could have placed 1000 dvd kiosks. Thats how much demand there was, and half of the prospects already had redbox.
Do you see how much redbox is all over the news? How redbox is golden small cap for many brokerages? I believe 2-3 firms now have CSTR (ie redbox) as their pick for 2010. And CSTR's coin machine business barely inks out a profit. I believe if GAXC can win a large contract (or) a better way of saying this, If they can take a contract away from Redbox I believe you will see a swoon of PR and institutions entering this stock quickly. You might think this is far fetched but I view this as a very likely outcome based on my own dd. It's amazing how many stocks i've been in where no one saw it coming. I haven't always been right but you got to have some balls and some foresight. This is a company that is undervalued regardless, but with a couple pieces of news could be $4 in a hurry.
Only time will tell if I'm right and I'm fine with that. I think I will be.
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