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Porsche911guy

05/02/19 9:34 AM

#5936 RE: Majestic_Delight #5935

I agree with most of your high points....Can't say nothing is going on, Panagis is still finding a lot news of end users almost daily. IMHO the stock is waiting on the next tranche from China, with progress on the china agreement.

packerfan9

05/02/19 1:05 PM

#5937 RE: Majestic_Delight #5935

Tanks and I agree. ON this. I would think because do not want people calling them in big numbers. Don’t always understand why that can’t name who they are working with specifically, but JP did mention all the industries that they have trials and it was significant. 2019 going to be big year.

Porsche911guy

05/03/19 9:37 AM

#5938 RE: Majestic_Delight #5935

I thought Majestic your post would generate some conversations on the Q. SO I have a few key take a ways, they are doubling the sales force, training, shorting the sales cycle this is going to help boost sales, how about triple digit sales gross in the next 2 Q's....

50% of this Q sales came from outside the verticals, people this awesome! They are seeing interest from more construction, heavy equipment, mining, this could be a one of those number busters for sales that analysts have not plug into quarterly number projections.

Gross margins increased from 30-44%, most company would kill for a 140 bps on margins to the upside, management is continuing to cut costs with streamlining getting traction.

Lastly watch this Aegis Cap, they asked good questions, B/D' are missing the boat they appear to be waiting for more traction. They clear through RBC if you see them on the bid on 2nd level for size could be a buyer. I Don't watch 2nd level so I don't even know if in the sheets....

For what's worth....