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Procera Networks, Inc. Message Board

  • bronkosaurus bronkosaurus Nov 8, 2013 9:09 PM Flag

    Why differeces in cap do DWRE and PKT?

    I've been following DWRE for several years and was baffled by the difference in capitalization. During that period PKT dropped by 50 % and DWRE quadrupled. Why? Their financials and growth are similar: DWRE has a capitalization of 1.74 billion; PKT 284 million. DWRE is big in e-commerce. Everyone knows what that is and participated in it. That it will grow is a given.
    DWRE only needs growth to increase their capitalization and doesn't expect a positive number on the bottom line until 2015.
    Who knows what DPE business is all about. Only a few investors can contemplate the growth potential on the bottom line of PKT. That's a good reason for the shorts to concentrate on PKT. They will back off when positive numbers show up on the bottom - line, making a buy-back more likely. Present guidance indicates they will be positive starting in the next quarter.
    This is only my opinion.

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    • PKT has nearly double the shareholder equity as DWRE on the balance sheet. Similar revenues, similar growth, and DWRE has bigger losses. If PKT was valued the same as DWRE, it would be at $85 a share.

      But we don't need to look outside the DPI sector for comparison. If PKT even got the same amount of respect that ALLT does, it would be at $19-20 right now.

      I am apparently the only one wondering why this is, and what exactly is being done to change it. The management line is "it will take care of itself" which so far is just absurd ignorance. And all of this measly valuation while the overall market surges to new all-time highs almost daily. I am baffled as to why no one inside of management is taking advantage of this "depressed stock price" in any way (maybe buy a freaking share?). And even if simple investors don't understand DPI, large players in tech do. Where are the buyout offers? Buyout interest? Investment firms looking to take this private? Is ANYONE out there? Anyone? Bueller?

      • 1 Reply to pkarnett83
      • pk you are a emotional anomaly , u seem like a intelligent grizzled investor but you act out like a spoiled child. Since when are markets efficient there are always sectors & stocks for any # of reasons that trade the way they do. The most important focus of Procera now is to execute / focus on their business. Read the Stifel Financial research piece I copied and posted you and others will better understand why shares did not get the boost we all would of wished. The quarterly progression looks great 10% plus Q1 / 20% plus Q2 / 30% plus Q3

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