Dont forget MKTY from Van's newletter. Love the 5.2M float. June letter very revealing...think in terms of BA and problems with Deamliner/Lithium Battery, as well as Drone fuel cells.
DSNY...expecting CEO to continue his methodical plodding behind the scenes, building brick by brick, with a sudden "where did this come from" reaction by the market...
IMHO I would expect the 4th quarter to start showing serious revenues (relative to past history) based on G2 commercial launch..
I am not expecting revenue boost this quarter, since CEO mentioned in previous CC he would build a sales force. I would expect that to be done BEFORE LAUNCH...so any hint of hiring should tell us DSNY is ready for commercial launch...