Pretty Interesting 3-Month Divergence - ENOC vs COMV
They track together. They've both recently been diluted. Interesting divergence past three months, whereas PPS relationship was generally about 2:1 Enoc vs Comverge, it's gone to more like 3:1. With Comverge's ability to pop and all indicators still looking positive (california, tracking on profit plan, other initiatives, overall sector attractiveness), wonder if this isn't significant.
Hmmmm....well looking at key statistics, it appears to me that Comverge's cash flow rate is healthier than Enernocs. So that's another thing in Comverge's favor. Not to mention that they also appear to have really a better corner on the residential marketplace.