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Demandware, Inc. Message Board

lowl22 2 posts  |  Last Activity: Dec 31, 2014 12:29 AM Member since: Oct 26, 2011
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  • Reply to

    Thoughts on Engine Capital M&A Proposal letter

    by noyb83247 Dec 29, 2014 4:31 PM
    lowl22 lowl22 Dec 31, 2014 12:29 AM Flag

    Pfsweb would never consider a merger with spdc based upon growth prospects, balance sheet, international opportunities. Transcosmos would rather pay $18-20 tomorrow to own the asset and I think spdc is in need of cash . Pfsweb is a much cleaner company, better management, infrastructure, blue chip clients and with the additional tuckin deals this year growth should should continue by adding to new revenue streams. I believe 2-3 years out pfsweb will be a double from here and it is not worth the risk for pfsweb to engage in conversation with an inferior company on many levels. Cost savings makes sense with the combination but I do not see the management from either side willing to walk away from their jobs to merge. We are not talking about big golden parachutes etc...management team from pfsw eb has been there since inception and run the company really conservative while spdc has been real aggressive .even demandware or orcl could make more sense!!

  • lowl22 lowl22 Dec 4, 2014 9:31 PM Flag

    I have been buying every day for the past 2 months. I am not sure who is trying to hold the stock down but it is ready to explode. JMHO

DWRE
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