as you suggest, in the long term, for DGIV "competitive edge", it may be to DGIV "unintended advantage" that the sb10 official filing is delayed at this time. It is obvious that DGIV is entering a critical phase of its growth cycle as it is expanding its international presence at a fast pace. The fact that its financials are not yet available would also mean that its competitors cannot figure out its competitive advantage in terms of contracts/revenues.
as an investor, of course I would prefer that DGIV share price is higher than where it is now. However, as I see it, the selling is due to investors'lack of confidence in DGIV credibility, stemming from the delay in sb10 official filing. I choose to look at it from a different angle, as I have stated in a previous post. To me, DGIV has proven and is continuing to prove its credibility with its contracts/business alliances. The sb10 filing would not have meant one way or another.In fact, if the delay in the filing would prevent its competitors from "knowing' too much and would give DGIV an edge in signing more contracts, it may be a good thing in the long run, IMO.Again, DGIV ultimate value is in the contracts/revenue stream, not sb10 official filing.
Jimmy Chin has proven to us the shareholders that he is a workaholic who can close deals. I would think that it is much "tougher" to sign deals with foreign countries/telcos than simply filing an sb10. There must be reasons for him to place his "priority" in the contract signings over the sb10, IMO. Perhaps these reasons are those that are being discussed at this time ??? |