Agreed, Larry. Thanks to you & bax following up with Tony on the status of the Matthews deal. My previous posts have alluded to it being the gamechanger because, in my opinion (as always), it is.
Also, when VO license was announced, it was suggested that was the gamechanger & Clint responded via website posting that it was not. He has not refuted this deal being the gamechanger. Best...
Their debt structure concerns me also. I think the new license "package" is a good step towards lowering the debt. I am watching for a steady upward trend in revenue until we reach net profit. Who knows...could take 4...5...6...who knows how many more licenses to reach profitability. We still have to probably wait months until we see what the real numbers will be on the MATW deal. But I like where they went with the VOF license.
At least they have let the car leases expire. I have always maintained that because they are such a small company they have the ability to go "lean and mean" to get through these times...but do they have the will power?
If old licenses do not perform as expected I am a proponent of dropping those lines.
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