Yep SEAC still has plenty of upside potential with that monster Q4 on the way in April. You mention the Framework deals...is it strange that we have never gotten a single customer name? 20-25 'significant' deals this year and we don't know who any of them are with. Strikes me as odd. Even more bizarre is why SEAC management continues to target a long term goal of 10-13% operating margins...when they were double that in Q3. Does the CFO not understand the financials of his own company??
SEAC...Indie.....It can't become a massive stock until investors know exactly what this Framework System is doing for specific customers and can see what it can lead to. Investors aren't going to run this stock up huge in price based on a general feeling of what it's all about. Imo, the company needs to showcase the product in more detail to the investment community.
I'm rebuying those SEAC I sold last week. Stock has cooled off a bit to the $4.40's. While the broader markets are staging an impressive rebound today.
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