Macnqueso...keen observations...as always (this is my "ALA" post)
"Ala" Simon Bramfitt hired who can talk to the industry from a position of strength in the visualization quadrant. A very big endorsement...
Patrick (Canadian Investor) on the $40M issue and CC ... not handled well... the final commentary on the issue should have been the first commentary on the issue. Patrick was 100% in his right and correct for being upset. The "failure to get back to him" after the last call was a real big PR error by management and indicative of "issues" IMHO of who is in control? Very tough to have 2 in control without turf issues (not saying their are, since I have no knowledge) but generally lots falls through the cracks, AND ...
"Ala" ..."We formed a Committee to Examine Enhancing Shareholder Value" = "we are stumbling" in Execution. Turf issues...humm?
Then there is the issue of "Da Numbers"...$160M run rate and hitting $40M by end of Q4.
Does anyone think they will reach $40M by 4th quarter...my answer is HOW CAN THEY NOT?....At this point the management team would have to be beyond incompetent not to reach it. They had $18.5 in revenue this quarter and just BOUGHT (though diluted shareholders, but is supposed to be accretive) $13.5 (net of current licensing revenue) in revenue via RDX....that's $32 M in revenue. Without more deterioration..(which is claimed due to currency adjustments and client OEM reorganization) how can they not build $8M in reoccurring revenue over the next 6 months ending 12.31.2015? (my error, see below)
"Ala" ...$40M run rate will be in the bag (and they have known why since it was stated by E.K.) ...and IMHO...likely a beat, maybe even a big beat.
(sorry guys...my only allowed post for the day, so cant respond, can only edit this one post)
PS...WOOPS...my error as pointed out....ONLY $3.4 in Revenue per quarter...so $22M...then I revise to likely a meet and not necessarily a beat on $40M...
Still believe enough "irons in the fire" to beat.
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