Posting about FCCN really doesn’t matter for RDAR shareholders. We aren’t getting FCCN stock. What’s actually happening is Telvantis is selling off its biggest revenue source to FCCN. That doesn’t really benefit RDAR, at best, it’s just an asset on the books.
What’s important is what Daniel Glitcher said this week: acquisitions are coming that are meant to replace the income being sold with TVS. The FCCN piece is small, maybe between 1.5M and 10M shares, and unless FCCN’s price moves meaningfully, that doesn’t add much value for RDAR holders.
The real story here is the acquisitions. That’s what will rebuild the revenue base and ultimately drive RDAR’s share price. FCCN is background noise, the focus needs to stay on what’s next for RDAR.
This move frees RDAR to pursue new acquisitions that could be bigger and more profitable than TVS in the long run. If management executes, the short-term pain could turn into long-term gain.
All the best
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