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guiguich

05/14/15 5:02 PM

#24123 RE: humnow24 #24122

That is not what he said
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b9molecule

05/14/15 5:02 PM

#24124 RE: humnow24 #24122

wrong
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mas

05/14/15 5:46 PM

#24147 RE: humnow24 #24122

Probably but if you are getting 50+% margin on that and the TSA comes back for many repeat orders up to the value of the $162m IDIQ what difference does it make in the long run ? Even Intel gives 50% discount to large OEMS like Amazon, HP, Dell etc and it is unrealistic to think that a list price for a single B220 that was published years ago is still relevant now for a large bulk order.

The TSA order will completely fill the first 3 quarters of FY2016 meaning revenue of over $10m in each (with other orders added) which will probably be profitable or close enough. That should bring new shareholders into the fold interested in value stocks rather than just the story investors you have now.

Of course a buyout of DMRJ's debt is the ideal option but DMRJ just maybe the reason McGann is CEO now rather than Bolduc. So it may just have to be a multi-year grind of good results to burn through all that dilution. FY2016Q1 is reported mid-November and that's when the trading volume should pick up and if any of you are thinking of doubling down it would be best before then and probably before the 10-K in September to be on the safe side.