Thursday, February 23, 2017 9:40:15 AM
Looks like the MM's are tearing through stop losses like a bulldog eating oatmeal. If management cannot quantify the new CA venture and Hillcrest acquisition, the Street may not be happy with the forecast of less than 400 million recurring revenues with the top three companies in the sector under license. Now is the time for WM to shine regarding future earnings. Continued multiples are on the line. I do not think the Street evaluates patent values anymore in determining multiples. Revenue is the name of the game. It looks like we have about 26 a share in cash with a potential 4 million share dilution. Good luck to all of us longs.
MO
loop
MO
loop
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