tmcal6: IPII
Good analysis in the Raging Bull post. Thanks for posting it here. The caveat on strong sequential revenue growth for Q2, is that Q1 benefitted significantly from post hurricane rebuilding according to this 10Q excerpt....
"In addition, the Company believes it has realized an increase in demand for its products in the first quarter of 2005 compared to 2004 attributed in part to the rebuilding needs caused by the storm damages inflicted by four hurricanes in the third quarter of 2004."
So it may be a bit optimistic to expect the same sequential revenue growth from Q1 to Q2 as was experienced in 2004, when Q1 was seasonally weak. That was not the case in 2005.
But the big positive working for IPII is the greatly increased volume and visibility. Today it's already traded over 10% of the float in the first 90 minutes of trading. The traders may continue to push this stock higher .... and the traders are more concerned with momentum than valuation, so there may be plenty of upside left ....
News 
Market Data 
Discover 
