GREY:ESPAF - Post Discussion
Post by
retiredcf on Sep 29, 2015 7:28am
Peter Imhof
Recently bought last week at $3.20
Espial is a technology play that assists cable companies from those that are trying to cut the cord. The management team has done a good job of under-promising and over delivering in terms of signing new cable companies as well as operating margins. I believe the company is at an inflection point as it gains momentum with cable companies. I would expect a very large ramp in earnings in 2016 as it deploy its software. It is still quite small with a market cap of a little more than $100 million. The company is well funded and is staring to get on the radar of more fund managers.
| 2015-09-28 |
TOP PICK |
Peter Imhof |
A value name in the tech sector. About 40% of their market cap is in cash. You are going to see revenues move up next year. There is very good growth here.
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Price:
$3.120
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes |
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