Probably will be static, I can see rangebound from 1.65 - 2.25 for a little while. There isn't much left that has not been factored into the stock. Remember, those that thought the stock was overvalued and were short, believe it is now trading closer to real valuation.
I agree wholeheartedly on the foreign side of the equation, but they have to get their domestic operations going first. Lets see some of these current relationships materialize significant reccuring revenue.
Having said that, the way they can make facilitate foreign exposure is through their channel partners that already have a strong foreign presence. That is why GE is so so important in my opinion. GE accounts for something like 1% of the world GDP (with a market cap of nearly 400 billion and 190 billion a year in revenue). They may as well be a country. If this relationship is developed and grows into the various market segments we have all heard about, it is one monster customer for TKO. GE energy is all over the place now, I see commercials for them all the time. From what RP said on the CC they are selling the TKO product. Same story for EDS, huge company that does a lot of overseas business.
Anyway, I don't think its worth having anything more than minimal expectation right now unless a significant partnership is announced. While sales may not materialize until later in the fiscal year, if Q2 looks clean, you might see some more interest in the stock. I understand some of the bigger sales numbers won't show up and I am specifically looking at the their balance sheet and cash flow. Looking at spending, revenue, and cash on hand.
AI
