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World Energy Solutions, Inc. Message Board

  • edwardnessario1 edwardnessario1 Mar 28, 2014 3:36 PM Flag

    Earnings

    XWES operates in an industry that is massive and fragmented. The company could increase in size by 20x and still be a drop in the bucket. And all they have to do is higher more salesmen, which is getting easier given that energy prices are rising and undifferentiated salesmen can no longer offer cost savings. XWES' platform is differentiated.

    The Company is nearly through the painful impact of the shift to ratable revenue and earnings are going to start pacing (then outpacing) the strong cash flows.

    It's cash backlog represents three-quarters of its market value and much of the expense associated with delivering that backlog has already been recognized.

    It's refinanced its balance sheet, and after earnouts and principal pay-downs mid-year, it'll be in a position to make accretive acquisitions.

    There is an activist investor involved that is recommending tangible, sensible changes to realize value, including a sale of the business.

    XWES is going to report its seasonally strongest quarter (4Q) on Monday and there's been a strong bid into the print.

    Net/net, as a long investor, I'm looking forward to Monday.

 
XWES
4.40+0.07(+1.62%)Aug 27 4:00 PMEDT

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