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littlefish

12/12/21 9:13 PM

#433 RE: gilead23 #432

He says it just before the 5 minute mark in last week’s presentation.

I agree and expect some sequential continuation of good numbers with the slight weight of holiday season in upcoming Q although he said it already looks strong and we’re about 3/4 the way thru the Q (even more if include holiday impact).

I also agree the secular trends are well set up for them and glad they started in on some fully virtual offices to blend/augment the base. Less lease space and more supply side virtual employees and recruiters is a good thing if customers are up for it (more and more customers are, due to worker preferences). Wage inflation also looks to be sticky, which should be a net benefit going forward assuming spreads are consistent.

I could see them making about 3 cents this Q only if the $1.2 mill loan forgiveness is rolled in. Otherwise, I’ll stick with my 2 cent estimate. At least we’ll know fairly soon one way or other finally and the gross profit/adjusted EBITDA numbers he gave sounded pretty specific.


Now if only they’d listen to us little shareholders and get a buyback fired up along with some insider buying… I hope people bug them on those 2 points.

All IMO only.