Socket Mobile Inc (SCKT)

[curlews]

It's good to see a bit of activity on this board, and I hope it will expand. Southacresdave has been the source of information and analysis on this stock that got me investing in it during summer 2013, and I've been riding it up and down since then, gradually adding to make it my largest microcap investment. I hope he will share his analysis on this board.

There was a lot to like in this week's earnings report and the CC. And unlike most releases in my stocks, really nothing to dislike. Surprisingly strong growth in scanner sales, strong margins, not the usual drop off in sales late in Q4, new products coming into production, etc.

But what seemed like a very nice surprise on top of that good news is that most of the large $1.6MM Somo order is still to come. I know that's not the important part of their business, but with such good sales and earnings in Q4 with only 20% of that Somo order hitting during the quarter, it means that a few more quarters may get that little kicker adding to sales and earnings. If scanner sales continue to grow at anything like the Q4 rate, this should be a great 2016.