Value Microcaps Motherboard

[erehwontim]

AVSO Cuca, I own this and agree the long term is pretty bright. I'd add a couple of comments to what you wrote: Diluted shares are 21MM so IMO PE > 10, the growth you mention is the result of an acquisition and in fact, they said sales have slowed a bit. The rise in book value is simply the goodwill for the recent acquiaiton. That said, they should benefit from a larger footprint and are in the process of moving from regional bus to national which should help them get bigger contracts. With their products and engineering they can really help companies. Hope you are right about the coming price rise. Tim