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EnerNOC, Inc. Message Board

  • jpmarketer jpmarketer Oct 8, 2013 10:01 AM Flag


    - Re-affirmed guidance post-PMJ disappointment 2016/2017

    - Afterward, Baird reiterated "significant upside" when pps was 16.09

    - Earnings 20 something days away. Very little/no history of decline before earnings

    - Technology/company is maturing, in terms of ability to meet guidance

    - Social aspect/Story stock - and growing in this area in terms of awareness and influence

    - Diversification efforts becoming mainstream and profit-generating

    - UK, Australia and forming global footprint (both in the absolute and raising prospects as takeout target)

    - Holding price beautifully during this Washington horror. We're now closer to a solution, one way or the other, and market and all that cash on the sidelines is coiled tight. With debt celing resolution and ENOC earnings now days away, can't see a significant collapse of share price.

    - One more thing, if not a bit flaky, but old timers (ENOC) will know what I'm talking about. We've always been penalized by seasonality, and the tremendous looking quarterly GAAP losses as result. This quarter, it works the other way around -- We're I believe, at $3.55 eps consensus. The street (with the same tunnelvision used when seasonality worked against us) is going to start applying multiples, whether rational or not. This gives the potential for the types of pps pops we saw in the past, as the realization of sustained full year pofitability - along with the story stock position, takes hold.

4.33+0.07(+1.64%)Nov 27 1:00 PMEST