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Demandware, Inc. Message Board

lowl22 14 posts  |  Last Activity: Aug 13, 2014 5:49 PM Member since: Oct 26, 2011
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  • Pfsw has strengthened relationship with Demandware and will have a better chance at closing deals since they are now labeled as a stronger/top tier partner. Transcosmos relationship is a 2015 initiative;nothing new on that front. Margin expansion should continue over next few years. Guidance is still $12-14ebitda. Expect a beat as these guys have been so conservative. Only chance of meeting estimates is the fact that US Mint is launching a few weeks later than expected due to US Mint. Pipeline continues to be solid. They lost an expected client that was going to launch due to a bankruptcy. Company is getting aggressive and should close one or two acquisitions in the next few months that should be accretive. They do not want to dilute shareholders and destroy the value in the company they have built. They also plan on meeting with Ricoh at end of year to shift their business to a service agreement that will make it easier to look at numbers. All in all these guys are honest as the day is long, they are slow and steady and have reiterated 2015 to be a great year. I expect a move to $10-11 buy March and $15 by year end 2015 if not taken over sooner. This company is in the right space and is the backbone to so many companies. They should start to be recognized by the investment community. Tough to watch paint dry most days but results and earnings will continue to take this higher. Could easily be taken over at $20 by the right strategic buyer also.

  • Reply to

    Why! Why! Why!

    by montanastate83 Jul 30, 2014 10:02 PM
    lowl22 lowl22 Aug 1, 2014 9:28 AM Flag

    us mint is a real game changer and it will mask any other client transitions; however, this year I think they gain more than they lose

  • Reply to

    Why! Why! Why!

    by montanastate83 Jul 30, 2014 10:02 PM
    lowl22 lowl22 Jul 31, 2014 4:21 PM Flag

    you must relax Montana...when you look at it the past few days you must be saying to yourself this looks pretty good in the market declines. Stop questioning it and relax. Transcosmos can buy more but have not. We should be looking at a $7 stock in this downturn but yet PFSW is bucking the trend. It is very thinly traded, unknown or too small for funds but it will change. One of the big reasons for the drop was not being added into the Russell. IT WILL HAPPEN..NUMBERS DON'T LIE AND THIS 4TH QUARTER WILL BE THE CHANGING OF THE GUARD. nUMBERS WILL FINALLY DROP TO THE BOTTOM LINE. jUST A LITTLE MORE REVENUES AND THIS IS A DOUBLE. sIT BACK HAVE A COCKTAIL BUT THIS WILL GO HIGHER!!!

  • lowl22 by lowl22 Jul 16, 2014 5:20 PM Flag

    Someone is buying the stock up slowly slowly and discreetly. I think we see new highs in the next few months. It really seems like transcosmos is going to make a bid. Company has been very quiet on the news front. I would be happy with $15 buck today, but really think 5 years out this is a $25-30 company. A couple of new cient announcements would be nice. It is just a matter of time before the numbers start looking different as the revenues move just a little bit higher. They should gain 3-5% in margin expansion which will make this a real growth story which will value it way differently from its past.

  • Reply to

    We Need Transcosmos

    by montanastate83 Jun 13, 2014 8:47 PM
    lowl22 lowl22 Jun 19, 2014 5:08 PM Flag

    Montana...hang tough..Since the stock dropped down to $8 it is not going into the Russell this year. Take a look at spdc and compare the numbers, look at the balance sheet and the ebitda numbers. PFSW is in great shape for the next few years. It should be taken over but at $15. Patience is a virtue and while difficult to hold the bottom line numbers will look great over the next few years!!!

  • Reply to

    Earnings

    by montanastate83 May 6, 2014 3:37 PM
    lowl22 lowl22 May 6, 2014 10:39 PM Flag

    The analysts are expecting 25.5 million in sales and 1.2 million ebitda. This is the weakest quarter of the year and each quarter going forward the numbers improve gradually until middle of q3. Tomorrow the only important thing is to listen to the conference call and if we are on track this stock wll move higher like I tod you earlier in the week. Good luck all

  • Reply to

    Any Serious Investors Left?

    by montanastate83 May 3, 2014 8:22 AM
    lowl22 lowl22 May 3, 2014 10:27 AM Flag

    Montana..been real tough in small cap universe lately. Any chance of volume people have been selling into. I really think PFSW has a solid few years of growth ahead of it and people are shying away from all small cap stocks. Once the Mint Contract kicks in and we get added to the Russell index this company should double and get noticed by growth and value investors and volume and share appreciation will follow. Frustrating as usual but you have to believe that Willoughby is getting it done behind the scenes and the board of directors are looking at ways to maximize shareholder value with an outright sale of company to transcosmos or merger.

  • Reply to

    GOOG earnings-conf call ... BVSN reference

    by kathlenebradshaw Apr 16, 2014 3:16 PM
    lowl22 lowl22 Apr 16, 2014 4:50 PM Flag

    please elaborate? what are you saying? when did they talk about broadvision

  • lowl22 lowl22 Apr 15, 2014 8:20 PM Flag

    I added shares today for the first time in a long time. I bought 16k shares at 7.59 approximate average. Transcosmos is probably not able to buy any shares since close to earnings. They can buy and will buy up to 25% of company and we can expect significant buying after earnings announcement. As for the drop in the stock I think it looks bad on paper but is down with the small caps. PFSW has many catalyst for the second half of the year and at less than 10x ebitda growing 20-30% for the next 3-5 years, healthy balance sheet and major infrastructure all points to a higher price, The Mint launch and the addition into the Russell index this summer will also likely take another 1 million shares out of the float. Buy on any dips from here. Any selling from here will likely be from small funds having forced liquidation.

  • Reply to

    Why do people feel BVSN will zoom up

    by canadaba90 Mar 22, 2014 9:53 AM
    lowl22 lowl22 Mar 24, 2014 8:52 PM Flag

    doyle...let's say you are right. What is this company worth today? $10 bucks in cash..1.2 billion in tax loss carryforward...legacy business earning money backing out r&D....new product line being sold and private labeled by other providers..also a nasdaq listing and shareholder base.....This brings fair value today to $20 bucks if they shut down and put a new company in..ie..reverse merger, acquisition etc..this company opens up at $25-$30 bucks. I have seen 20x-30x in my life. this is the strongest reverse merger candidate if the company does not gain traction in the next 2 years. in addition, if they hired j p morgan and merged in globoforce this opens at $40!!!!and probably gets tax advantages!!!!pehong are u listening? call jp morgan and stifel!!!as for u doyle, u are really clueless to the value if they succeed or fail..it is a win win depending upon pehongs choices!!!

  • Reply to

    close your BVSN shorts

    by kathlenebradshaw Mar 21, 2014 3:16 PM
    lowl22 lowl22 Mar 21, 2014 4:37 PM Flag

    doyle..it is going higher..stop talking about the past ...legacy business. Pehong is going to make a huge deal and it will open at $30 and go straight to $100. you are really Dumb!!!

  • Do not give your shares away!!! Insiders keep buying, pipe fund special situations always sells and must have supported a deal..JMHO..Probably $15-20 gets this off the board!!LOOK AT THE RELATIVE STRENGTH....WAY TO GO PFSWEB!!!FINALLY

  • Reply to

    lowl22

    by pricecycles Mar 10, 2014 4:02 PM
    lowl22 lowl22 Mar 10, 2014 10:01 PM Flag

    what is up with all this spam? really? is transcosmos trying to hold this down for takeover price? Yes Bvsn is very interesting; COB own 35% and quarterly earnings are from legacy business so really tough to understand when looking at numbers but posters are relentless and don't understand. I think it triples!!!!

  • Would always be nice to blowout earnings but I am happy that the new PFSWEB continues to slightly exceed expectations for the past 2 years. This stock should go higher into the next few months based upon 2 catalysts...addition into the Russell and Institutional interest based upon growth years 2014-2018 at minimum 20% top line and 25-40% bottom line each year. Other positives not included can be growth in Latin America, Europe and transcomos relationship. It can trade between $7-11 for the next 12 months but I believe we see $20 bucks or a takeout within 24 months. Conservative management team, solid balance sheet, hot sector and underowned by funds are a few reasons!!!!Good luck all...and I still LOVE BVSN for anyone that really wants to make a possible 10X bagger with minimal risk.....

DWRE
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