Nowak- you make very valid points. And you point to many unknowns that may trip up our process that would make IMSC a valuable stock to own.
However, there is one thought that you must consider: tsa's use of etd is much different than that of a cargo etd user. Many things are different which is why tsa tests units differently for each use and certainly uses some common tests used by both disparate etd users.
Let me hazard a guess: cargo etd volume use may be larger per etd unit than passenger etd volume use so an auto calibration feature really delights cargo users while it may be nice but not as vital to the tsa user.
And to your point about multi-nationals throwing around their collective muscle. I believe very true. Certainly you can observe tsa's habit/tendancy of using at least two vendors for any applied use which predicts a speedy process for Smith's 600, which may or may not be as good or better than IMSC's b-220. But read a prior post to hear my thoughts on this as I believe their possible "wait and see before purchasing creates a danger". I think this will be made clear by the length of time and the initial order size when they issue an idiq. As of right now, who do you think they should purchase from to insure the safety of the country?
All The Best to ALL IMSC LONGS!
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