I am pleased you ask. I think you have to push for 50% to 100% apart from a ground station. I don't know if that is doable, I am still learning the sales cycle. I ran a scenario at the local Emergency Management Agency tonight looking for planning gaps. We have a million people in our county and the EMA with a multi-million dollar budget only has two sat phones and no trackers as I found out tonight. So there is room to grow this market but the flywheel may be a long slow turn on the first few revolutions.
The problem in projecting GTC revenues is federal contracts IMO. They were small last year for GTC. We have our capture management person screening NAIC codes and have only seen two this year with no SDVO set asides which is our forte. But such a contract could instantly be .5 to 2.5 million over 1-3 years. If trackers are involved the profit margin is pretty good of course. I think David is a bright boy, but you can't hide that British accent. I am curious to see how the retired Marine affects the sales equation with US FedGov, it can't be negative can it?
The Afghan ground station is not a joke. Politics are the only hold up. Totally beyond our control. It could break open at any time or take two years. That is why I always treat it as icing on the cake.
Like all WSGI, GTC is under-resourced. But it is all there IMO--all the pieces you need. We can help a little, but some WSGI resources will have to flow back eventually as well. It is a complex dance but the results should be good IMO. A cautious person would shoot for 50% and 50% over two years and a ground station. Let's use that as a definition of substantial for now. A good contract could throw that off positively, though. Not a bad position to be in. Best regards, IJO
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