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PFSweb Inc. Message Board

  • lowl22 lowl22 Feb 2, 2012 4:17 PM Flag

    driv should be great for PFSW

    Stock finally turning the corner..small selling pressure but we won't see a real big jump until they release 2012 guidance..q4 numbers should show a 5 cents gain..and ebitda for 2012 should be 8-9 million..stock is an easy double from here...add in a few new contract wins no reason we can't see $10 in 2012

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    • I will personally push Layton et al on guidance for 2012. Layton threw out a customary 20% on the last CC for 2012 but we know now that revenues will be much higher in 2012. The analyst on the call referenced that point but Layton was not biting as it was only mid November and these guys are notoriously conservative. However, you now have a few shareholder groups anxiously awaiting the pop that is in store and Layton does not have the benefit anymore of being overly conservative. The weaker hands are now all but out so the shares will pop with the right news.

      There are several major accounts of GSI coming out this year. PFSW just needs to capture a few to truly ramp this one up to the $10 range. It is very possible.

    • you beat me to the board. DRIV results demonstrate the growth in revenues and how leverage can result in a bottom line improvement. PFSW is a very easy double from here, but more importantly, it will start to show up on radar screens with DRIV's results and Demandware IPO road show. PFSW revenues will be very strong and management has to explain once and for all how those revenues will go the bottom line as it hits the inflection point where fixed expenses are absorbed. The only thing preventing Q4 blow out was a surprise in how strong certain clients were in Q4 and PFSW had to ramp up significantly before 2012.

      36MM market cap. Ridiculous.

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