DSS Inc (DSS)

[Chas1961]

MIA

I have been out of the net for a bit as to take care of some health related issues. Just a couple things of note as to what I currently see as to DSS. To anyone new-I only post "my" opinions and take them for what they are worth. LOL

DSS 2Q is a non event. I have a feeling this is probably going to be a pain for new management to have to get through as the earnings call is going to be covering financials that have nothing to do with the new management and new direction of the company and they are going to have to navigate that mine field. I don't expect anything new regarding previous quarter.

The new management has only been in the seat 26 days and they are going to have to figure out what to do with those legacy pieces IMO. I have said from the beginning that I believe they need to shed at least two of the four pieces. However, to get any value in return, they are going to have to make them profitable or at least break even. Anything less would probably be a loss and they do not want that from a financial stand point.

Future: The company is not going to be classified as an NPE. With that in mind they currently have two options.

1. Authentiguard
2. Legacy Businesses

It is critical to get these profitable and operating.

IP-I have always believed that based on who the CEO/COO are and IPNAV involvement that this company will at some point rely on this sector for a preponderance of its business. The old DSS had no clue how to do this and lost a lot of money going after "governments" to try and recover money. The only way to do this is purchasing "OPERATIONAL" IP. Stock price is too low so they are going to have to consider other options. The new management team has relied on their prior experience so need to see them over time execute.

PPS: This is not where anyone wants it. But lets look at what the price was at this time last year-$4.00. We just completed the merger and basically doubled the float which puts us at $2.00 with no other major event for increase in revenue. We cannot rationalize based on TA or institutional selling alone. Fact is, we are basically a bit lower than where it should be as there has been no drastic increase in money except cash in merger. We will probably get up above that at some point in the near future. (Near is relative) The only thing I am relatively comfortable with is the fact that this thing has to break $5 share by 3/30/2014. If we are not there then Katie bar the doors IMO.

I am not real sure what else would come out in the next 30-60 days that will increase value exponentially except Markman related event. I am hoping no delay and that the judge hammers them on this claims construction in the next month.

As always just my thoughts and think this will become more a TA type trader as it was before merger until bigger events start getting completed.