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gilead23

10/23/18 8:30 AM

#5105 RE: Katfish #5104

Seems they remain the only real-time 3D solution and best of breed

Also it seems the rental model is still thriving

“as recently as two weeks ago, we supported a project for bridge inspections in and around New York City's critical infrastructure”

I read that as an equipment rental. It’s a nice model because you don’t have to convince some agency to spend half a million dollars plus you avoid revenue lumpiness and the margins are huge.

gilead23

10/25/18 7:20 PM

#5106 RE: Katfish #5104

Added at 5.60 today

Nothing but tailwinds going forward and last quarter hit .19/share. This is going to look silly cheap a year from now.