DZS Services Inc (DZSI)

[learning curve]

I purchased a small position at 2.25 the other day; delay for sharing was busy playing elsewhere (accountability delay)

Stock is trading 50% rev; excluding Wells Fargo conversion.....
Cash is only $2m off end 2013. 50% Q3 attributed to restructure - new CEO (who appears to know what he is doing).

They still expect YOY single digit growth by end of Q4....yet trade 50%?
Ceo also throws out a massive 1000% growth potential regarding finerlan in coming times.
Considering a large portion of their biz is global (and all the recent turmoil) I can indrstand their growth slow for Q3 (days to record also increased by 6 days). I think they are optomistic AND accurate that rev will rebound Q4.

This is majorly undervalued or every positive word from management is being grossly misused?

IMO if pps continues to drop it is because the credit faculty is being used for growth; then converted....


So, pps goes up now; or it tanks hard and I buy a large position and make more....by embracing the loss of my small position. With how pathetic the trading is; it will be revealed.