Here is a message from Francis Gaskins. I exchanged emails and also had a voicemail by him. When asked if ACII is a buy, hold or sell he said it's a BUY. I don't understand what he means when he talks about Marc and John Rehfel, maybe there is a typo there. -EMAIL BELOW. Nate,
Anyway, we are trying to put together an advisory board of two top people, one is John Rehfeld with whom Marc said he worked, but Marc never did. And the other is a very top person who could really help ACII achieve its potential, as well.
Right now things are being brought under control (even though it doesn't look like it from the outside) and the business prospects are quite bright.
You are very perceptive and much of what you say is very true, of course. However, Marc is not really back in charge.
The good part is that customers continue to be very interested in the LACC technology because it saves them money.
The current people there know how to implement the technology to satisfy customer requirements, and the previous cast just couldn't get it together in my opinion.
As far as I'm concerned from here on in it's about management, management, management & focus, focus, focus --- neither of which the company has had previously. It's a journey and we are not there yet, but a lot of progress has been made.
Best, Francis |