IMO, Glenn can walk and chew gum at the same time (swing for the fences while trying to build a floor of regular income). JMO. IMO if you read all the PRs from last year carefully you can see how he has laid his plans to swing for the fences but still do steady as she goes. I imagine he will give a clearer picture of that strategy and some evidence of progress with it at the next SH meeting.
Last year, with LTASCorp, we sold two aerostats and two launchers to JIEDDO with a follow-on order of sustainment supplies, five aerostats and five launchers to REF, two launchers and six aerostats to SMDC (with BAE partnership) and one aerostat and launcher to the USAF at Eglin plus seven big system replacement winches for STMPAS to the REF (they look to be in excess of 1,000 lbs each). I think that is 10 launchers and 14 aersotats total.
So the synergy with LTASCorp is obvious to me. JMO. I don't have time this morning to answer Run, but LTASCorp was engineering and production intense and WSGI was strong on the business/investment banker side. I think both made a good decision.
As to acquisition/takeover, IMO this stock is not as liquid as it seems. If you tried to buy up too much on the open market, you would start to drive up the price on yourself IMO. JMO. Kevin and Felicia took their company public the easy way and now hold about 8-9% of the outstanding shares. They have WSGI's network and staff for sales which was smart as well IMO.
IMO, even from evidence in the public record, the WSGI game plan is more complex than it seems and that will unfold in 2014 IMO. But IMO we are past sales validation into the next phase--hard phase--of profitability. Some people said there would never be technical LTA engineering and production capability. Then some people said there would never be true LTA sales. They said there wouldn't be non-DoD sales channels for LTA. Now they say there won't be airship revenues (although there already have been with the old Space Florida research grant). They say there won't be breakthrough BiB sales with the DoD at a higher volume level. They say there won't ever be profitability.
Personally, I just listen to the naysayers best objections and turn them into target milestones. It is a fun game--and profitable IMO. No one ever got a ten bagger without betting some long odds IMO. Sorry, every now and then I like to refresh the big picture by thinking out loud, Insighter. You and Run were my victims this time. Thanks for being good sports. Now I need to go to work for the team!
Best wishes, IJO
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