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Re: Pepsiman2001 post# 3753

Saturday, 07/13/2013 12:01:07 PM

Saturday, July 13, 2013 12:01:07 PM

Post# of 15276
Dont forget MKTY from Van's newletter. Love the 5.2M float. June letter very revealing...think in terms of BA and problems with Deamliner/Lithium Battery, as well as Drone fuel cells.

DSNY...expecting CEO to continue his methodical plodding behind the scenes, building brick by brick, with a sudden "where did this come from" reaction by the market...

IMHO I would expect the 4th quarter to start showing serious revenues (relative to past history) based on G2 commercial launch..

I am not expecting revenue boost this quarter, since CEO mentioned in previous CC he would build a sales force. I would expect that to be done BEFORE LAUNCH...so any hint of hiring should tell us DSNY is ready for commercial launch...
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