Value Microcaps Motherboard

[southacresdave]

Curlews....SCKT.

Hopefully those that read this post will listen to the cc call. It was actually rather good. There really is a future here. I don't know to what level yet (2Q and 3Q will tell the story more), but it is starting. The 4 things that matter to shareholders:

1. International sales They were $1.16M in 1rst Q. In 2Q last year they did just $774K in international sales. After that it picked up. 3Q did $1.2M. 4th Q did $1.05M. There is growth just from that on 2Q numbers.

2. 22% year-over-year growth on the scanners That is the future. Can it keep building and compounding going forward? They did $3.7M in scanner growth last year, but only $400K or so came from 2014 1rst Q numbers. As such, there is the opportunity for a lot more growth to happen going forward as the year plays out.

3. Margins You can't complain about 45.1% margins on just $4.0M in revenue. They should keep inching up as the do more and more sales.

4. Expenses It's nice to see that they should drop again in 2Q. They are keeping an eye on them.

The downside is the Somo. It keeps taking a step back and that extra $200K/qtr in revenue lost is disappointing as it "hides" the growth in scanners still.