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Speed Commerce, AŞ Message Board

  • mognj mognj Mar 20, 2013 2:57 PM Flag


    Doesn't look like US economy is ready to tank!

    Sentiment: Strong Buy

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    • I sure hope NAVR participates. Willis said at the last cc that they would likely tighten the guidance range for FY14 in the next cc...let's hope they tighten to the upper end and maybe shift a bit higher.

      I sort of thought by now we might see some new customer announcements as a result of the combined company, sort of some back slapping sort of stuff. But all is quiet.

      I didn't expect volume to drop to next to nothing either and now we seem pinned at 1.90+/-.05...also strikes me as odd. The other thing that has sort of surprised me is that Willis hinted at more acquisitions in the last cc and it was also mentioned in the Roth powerpoint presentation on one of the slides. He must have something in mind. With debt being so cheap and the cash generation capabilities of the combined co. it just might make sense.....time will tell all.