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Grupo Radio Centro, S.A.B. de C.V. Message Board

antonan 2 posts  |  Last Activity: Apr 1, 2015 10:44 AM Member since: Oct 4, 2002
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  • sorry about the OT message, but JCS does not have a message board.

    greendog, i took a look at JCS after you mentioning and I am intrigued by the stock. Current mkt cap is $95m and EV is about $65m. if suttle continues to grow at double digit pace, then it should earn close to $8m EBIT in '15. 8x ebit seems quite reasonable, so u get to the entire EV, and then u get the other two divisions for free.

    both are loss making, but there seems to be potential for return to profitability, esp. with the award of that 5 year contract as you noted.

    i am curious what you think of the CEO since you have followed the company longer. pretty impressive bio, and i would think there gotta be a lot of low hanging fruit for him to improve profitability.

    love to hear your thoughts.

  • antonan by antonan Feb 23, 2015 5:07 PM Flag

    i am curious if anyone has thoughts on the R&D spending. Even adjusted for the capitalized costs, R&D is at $3m run-rate, which is not a big number in absolute terms. 15-20 software engineers at most? How are they able to maintain the existing products let alone release new products?

    it's just very rare to see a software company at 20% op margin with such a low rev base, esp. considering they are still investing aggressively for growth.

    and then there was the reporting error last Q.

    Does anyone else have a feeling this is almost too good to be true? not to sound negative -- i own a decent chunk already, and i want to add more on down days like today, but i have some nagging suspicion.