James, Joe, Lou and All -
While you talk about the WP acquisition, don't forget what Joe has churning in Europe and Canada. The jelly from the SmartTalk investment is going to help fill the switch installation in GB as well as several other donuts. When the final incarnation of DCI is in place, it will be a cohesive entity that entices the buyers to pay what Joe M. wants. Remember that the European operation will be in 10+ countries alone. What Joe has already on the plate could fill the newsletter, I'm sure.
If anything, I am frustrated with the lack in getting the newsletter out in a timely fashion. Just a suggestion, but DCI could do a second installment on the web site, and reference that in the initial newsletter. For example, newsletter this week, web site update next week. This would also get the investor fires a little hotter IMO.
I'm right behind Lou in paper losses (if it weren't for the actual value of the paper itself, my losses would be really huge <ggg>). While I personally have never sold a share of DCTC, I have watched it double, decline, then double again in the last year. It's only a matter of time until it does so again (IMHO!!). In the meantime, I'm saving my milk money in case it does go to $1.00 as someone suggested.
One more thing, IMO the share price is anything but good for DCI. Joe has to have a solid share price to negotiate a solid deal. While it is true the buyback fares better, I can't believe the immediate or near term negotiations are helped.
In closing, Joe M./DCI did bring us the buyback, did bring us the dividend, and did bring in the SmartTalk deal, etc. Track records speak for themselves.
Cheers,
George W. |
