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Demandware, Inc. Message Board

lowl22 7 posts  |  Last Activity: Sep 9, 2014 5:05 PM Member since: Oct 26, 2011
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  • 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

    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!!!

  • 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

  • lowl22 lowl22 Sep 9, 2014 5:05 PM Flag

    same sentiment here except I think upside can be much great 10 to 1 and 20 % downside over next 2 - 2 1/2 years. They should have a few client wins announced over coming months that have been testing VMOSO

  • 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.

  • lowl22 by lowl22 Sep 8, 2014 7:21 PM Flag

    Only low float stock that makes sense!!! Trading at cash with partnership with Softbank..possible Alibaba partnership coming...Just my OPINION

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