Replies to post #17439 on Secure Point Technologies Inc (fka IMSCQ)

[Buzzlityr]

nowak- but if the TEDs solicit is solid,on track and cannot be derailed, then I think we hear about the idiq for IMSC prior to mid-Nov. If ceo bolduc has any type of relationship with tsa, he senses it right now and he is preparing for the official release of information. Again, the other side of the coin theory states, the big companies will be kicking hard to undo, delay or derail any tsa award to IMSC.

This process has been like carrying a cross to the moon. The agony is astute and ongoing. But I do sense that tsa's move is formed up. But there are no signs being sent within the share trading pattern except for the short side, which seems to short and cover within the same trading day.

As you can read from the conference call transcript exerps concerning cargo, what is operative today might soon be blocked tomorrow.

Based on what you know and how you see things to date, what is your $1.18 cent forecast?

Best of Luck to ALL IMSC LONGS!

[pmaher]

I've been chewing on this since the call. This answer made no sense to me and I'm grappling with the implications.

Suffice to say, I've run the gamut of possibly explanations in my head.

The transcript from the 2014 Q3 states that they focused on components with longer lead times and ensuring they had enough of those to deliver the big order. They also stated that those were fortunately not overly expensive. So in theory they are building up lower cost, longer-lead-time inventory and not tying up capital on more expensive, shorter-lead-time inventory. Makes sense.

If that's the case, why didn't they say that on this call when I asked them this question?

Still pondering.
-Pat