Starting a new thread as the olsd one getting too long. Had a paw through the results.
Observations - big jump in current assets - encouraging. OK growth in revenue - especially SaaS - which leads to a much more stable and predictable revenue stream.
Why the excitement? The numbers and price movement are saying the big investment in sales and marketing is starting to take off - I suspect they have a pretty tidy pipeline. The estimated earnings going forward are feeble so either they are going to be blown away or M&A talk is in the offing. Either way a bit of a white-knuckle ride right now proabably supported by the trend boys and the odd share buy-back!
Considered it but haven't. Not really because of Saba but because of the whole economic situation. Amazingly the market is hanging in there. Guess I have to grow a pair. It's just that the whole global situation seems so precarious.
It's too rich for my blood as far as entering here because of the revenue / earnings. But I agree that this excitement is probably due to either upcoming M&A, or an extremely robust pipeline (more robust than they are letting on).