SwingTrade Member Forum

[littlefish]

CUO- Cheapest publicly traded company out there with increasing revs and GMs IMO if their CACS segment starts pouring it on the next several years as I expect they will. We're in early earnings ramp in that segment.

Company probably worth approx $80 per share (roughly 1x revenues) on a takeover of whole company although I highly doubt the CEO would sell any time soon and there's pretty heavy drag on earnings from corporate overhead.

It's tightly held so not much liquidity and small holders basically are at the whim of a highly competent but majority shareholder management team.

Even with heavy corporate overhead, backing out legal expense (ongoing litigation) they trade at a TTM PEof about 10x but should be vastly improving that number this year and next.

Looking for $0.60+ in Q2 next week and IF CACS margins bump up decently could be looking at a very strong Q3 led by CACS, maybe $1 EPS with a little luck in Q3 dependent on Q2 margins for that segment.

Tangible book $25 per share, trades at $17s currently and at fraction of revs so increasing margins should have an out-sized impact on bottom line (both positive and negative obviously).

All IMO only.