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ClickSoftware Technologie (CKSW) Message Board

  • fujigrower fujigrower Mar 21, 2013 2:55 PM Flag

    More thoughts...

    Gunnar,

    It is true Shmuel was not the most exciting speak at Roth. He is concise, intelligent and extremely knowledgable on every aspect of his company.

    An exciting pitchman, and there were many at the conference, can bump the share price in the short run. The moment 90 day results fall short of that excitement (and CKSW is inherently lumpy on a quarterly basis), the share price collapses and management's credibility with it. The loss of credibility often leaves the share price lower than it would have been otherwise.

    Two of my favorite business sayings:
    "Under-promise and over-deliver."
    "Quiet confidence can afford to be understated."

    I thought Shmuel's presentation reflected both. Based on the climb back to $8.50 at least a few other investors were impressed.

    In my opinion Moshe has and continues to play an important and valuable roll planning strategy at Click. That said, it is past time for a younger executive, presumably Hannan, to take the helm as CEO. 66 is the wrong stage of life to serve as pitchman for cutting edge mobility systems. Customers making a long term investment in a next generation mobility systems want to know the vendor's leadership team, including the CEO, is likely to be around for a long, long term.

    I agree with VO2Macs concern regarding issuing Moshe more options and shared my opinion with the Board of Directors. I admire and appreciate Click and its leadership team. A serious flaw, however, is the imbalance of the options distribution. Moshe's 100,000 option grants should be distributed among front line Click leaders going forward. The extra incentive generated would be a win/win/win for those leaders, investors and ultimately Moshe. If Click indeed grows 50% in the next 24 months, building Click's next generation front line leadership team is more important than ever.

    Good luck to everyone.

    Fujigrower

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