A few concerns I would have about that:
1. How trustworthy are the timelines for deploying an inline system? The track record for the TSA isn't exactly encouraging.
2. How close are competitors to being able to offer the same or a similar ability to incorporate their tech into an inline system? How close will they be in a year or two if the TSA continues to be slow?
3. What margins will the inline be able to bring in, and will it be worth the cost to buy out Implant? After all it isn't REVENUES that will matter, but the bottom line, right? If the bottom line added value of getting an inline contract is only $200m, how much value will Implant really be to them?
The problem is each chapter in this story so far has not turned out very well for shareholders due to
1. delays
2. lower market demand than anticipated (ECAC is the great exception so far)
3. lower profits than anticipated due to competitive pressures.
Those factors have been price-killers because of the financial weakness. My concern is that going forward we may continue to see the same thing. Hope not but man we gotta see something better from what they are CURRENTLY able to offer as opposed to something they might be able to offer down the road IMO.
Maybe all I'm missing here is a clearer roadmap. Is the future closer than what it feels like?
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