I did not look at CC as a non-event. Besides getting probably the most comprehensive detail on the anticipated revenue development and how it should unfold, we received a confirmation of launch (no later than week from Friday), which I anticipated but was holding my breadth for. Any later would have been a disappointment short term.
There "last coat of paint" (my words) is probably the most important in terms of appearance to the end user (consumer). He indicated they have 3-4 days of cleaning up annoying details on graphics etc. ALL NON-TECHNICAL. The program functioning is "locked down".
If you are a daytrader and anticipated selling on a significant pop today, you might be disappointed. (Maybe not).
An investor is going to know "we are there". Cautious money will buy on the news, speculative money (where the higher rewards and risks are) buy when they "know" the story. "Smart money" will continue to buy and more now...quietly. IMHO
Regarding "major stock gurus" stumbling upon DSNY...I believe many have. More than you would imagine. But it takes time to really comprehend the exact technique and (disruptive)uniqueness of the technology. It is easier to understand and believe it, by seeing it function, AND KNOWING IT FUNCTIONS, then by reading a white paper.
There is always risk (perceived by those not following it)that it might not work. And in some of their minds there is no product yet until its launched. There are many different entry strategies and parameters, and everyone approaches it differently.
As you have heard on CC, he has had many, many inquires and has held off talking from potential "customers", investors and more. His response: We will get back to you when we are ready. HE'S READY...(ok, a week from Friday).
If you are a day trader, trying to scalp pennies, or trying to bounce back and forth between Van's picks, you are going to be frustrated...BUT, if you have been a long term investor in DSNY...IMHO, you are on the cusp of your investment braking out. Enjoy your Thanksgiving...and IMHO no need to sweat the little stuff... (coulda, woulda, shoulda)
I can't speak for Van...but I can almost guarantee you he will not sell a share off the conference call...its called "smart money".
ps. waiting for anything is never fun...but sometimes more satisfying and rewarding when you finally get it... ;-))
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