It seems to me that they've done an excellent job so far. They've achieved a lot and the future is looking very bright indeed. As I've said before I think we're going to see a J curve developing here. The only question in my mind is whether or not it is fair to consider the plane/camera systems as revenue. Intuitively I feel that it isn't. On paper it looks like it's a zero sum game. They make the systems and get reimbursed for the costs and practically it's just the setting up of a medium through which real revenue (in my mind) can be made. This could be argued ad nauseum I'm sure either way. That question however is somewhat mitigated I think with the idea that it is only fair to reward them for their achievements so far and gain a significant prize for their accomplishments. Personally I'm very happy with the way the business is unfolding so I don't begrudge them a lion's share of the spoils. There'll be plenty to go around.
SFI Price at posting:
7.4¢ Sentiment: Buy Disclosure: Held
