After listening yesterday to the latest earnings conference call it is apparent that RMTR is trading where it should be. There was nothing really earth shattering on the CC and in fact it was the same tone that has prevailed for many quarters if not years. The company is profitable but RMTR has been profitable before. The markets for Fram devices appear to be stable and growing but I continue to not see any knock out applications that would create an air of excitement from an investment prespective.
This yahoo board mirrors the tone of the RMTR mangement in that it continues to have the same couple of posters that post under many different IDs touting the company with no real honesty of where RMTR really truely is from an investment perspective. The reality and hope of a TI 4meg fram product that was supposed to be released and be a significate investment event did not occur and continues to be delayed.
A small company making a small profit still looking for an application for fram that has mass industry appeal and a yahoo board with delusions of grander
I also re-listened to the cc, but didn't hear exactly what you heard. The most significant positive info I came away with was the 4th Q numbers with 53% yield and 12% of revenuue income-a significant improvement over the full year. One would assume they can match or improve that performance for full FY08. If so income can likely hit 30 cents m/l(or more) pre option of 5.8 cents.
I don't know how you concluded "The reality and hope of a TI 4meg fram product that was supposed to be released and be a significate investment event did not occur and continues to be delayed." 4 meg product desins are ramping up rapidly as we speak. This I confirmed with my Lee brow chat.
Maybe you see them in neutral going forward. Time will tell if they're long term business plan is working or not, or if they are just going to be a hohum wannabe.