InvestorsHub Logo
Followers 17
Posts 2009
Boards Moderated 0
Alias Born 02/21/2011

Re: zeynoc post# 12725

Sunday, 03/09/2014 6:48:50 PM

Sunday, March 09, 2014 6:48:50 PM

Post# of 47873
Z, no problem. Actually I think we have gone 180 in our discussions over time here- now I'm the one questioning things and you have turned more philosophical. I don't recall ever saying I was going to sell though. At any rate here's my take at this point. There are two dynamics going on here. One is the perpetual quest for TSA this and TSA that, the other is the simple question of the company's ability to execute on sales. For too long, we have allowed excuses for lack of dynamic sales to be hinged on non TSA affiliation. We waited, and waited, and waited and finally made it in to the loyal order of moose club, complete with secret handshake. We were told in no uncertain terms that making the approved list would open the door to sales that had remained locked for them for years. FF to almost spring of 2014,no appreciable sales improvement, and now we are waiting for the next series of vetting to conclude. An arduous lengthy journey for sure, seems worth waiting for right?. I mean ,we have waited this long right? what's another six months after all this time. I'm a patient guy, you have be after four+ years in this one. After the last earnings, with the obligatory pre event of releasing held PR's to soften the blow, I started to get pissed as I knew nothing was coming in the way of addl sales. It has become a pattern with them unfortunately. With each passing week, it's painfully obvious to me they are going to have another losing Q. I am not looking fwd to another one of these dog and pony shows on the next one, or the one after that. What , pray tell happens if we get the checkpoint and it's the same old song like after cargo? It's a possibility, even the polyanna's should be concerned. Look,my big boy pants are on,i am riding this thing all the way,but quite honestly I heard things in that last CC that concerned me. As mentioned, we were led to believe non rad was our hole card, now it's a non issue. Really? I kept hearing 2015 a lot, that's a long way out. And finally, they have lost their swagger. Where you used to get a chuckle when the competiton was mentioned, now they M&F them. They were a pretty humble group in tha last one, I think that translates in to it's going to be much tougher than originally planned, as best of breed alone does not guarantee contracts. I have held this between my knees forever because I always think at any time they will surprise me. Still think that will happen, but at the same time I am also concerned about being a bagholder after five years.

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.