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Monday, November 25, 2013 2:17:16 PM
Both of you are assuming the "reporting" of revenue in the next two quarters is going to be a compelling issue in driving the SP. I would not, and I would be more curious as to WHO will be named in those ADOPTION ANNOUNCEMENTS and what the number of contracts are.
The reporting of actual revenue numbers will ALWAYS be 3 to 6 months behind and we will be blind as to the revenue stream being generated by a particular contract or relationship until its reported.
As we know...share price is forward looking 6-9 months. DSNY will go up once adoption is reported...not when the revenue from that adoption is reported...
You might leave on a pop tomorrow...only to learn 3-6 months from now while you are looking for the revenue numbers to be reported...the SP has catapulted on news of "adopters" and you sold at "bargain" prices...
In the end you IMHO will end up buying back at double or more your "unloading" price. Or just be mumbling to yourself "coulda, woulda, shoulda"
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