Data Communications Management Corp T.DCM

WHAT'S IT GOING TO TAKE FOR DCM TO MOVE MUCH HIGHER.?

[WanTBe1]

First thing we need is more Volume.

[vicario]

Think about if you owned the entire business.  What would move the value of the business up?  It's not short term nonsense... with all due respect the things that need to happen for DCM to be more valuable are pretty simple:  They need to stop the revenue bleed, increase margins, stop the 'non recurring restructuring charges that keep recurring', and reduce the debt (and

[vicario]

I will also say the saga that has been the performance of this company over the past 5 years that I've been aruound has torched any faith in mgmt or the business.  They are now in the spot of having to show shareholders and the investment community that they deserve a higher valuation.  It's not enough for us to say 'well if we look at this company and compare DCM is cheap

[knicksman]

Aside from a few acquisitions (especially Perenial) I don't think there have been that many missteps. And while I've liked the work of the previous CEOs, I think Richard brings the best combination of execution/vision to the company. This business is not an easy business to manage. We all know where the fundementals are headed. They have to grind to make the top line stop bleeding. I don&

[vicario]

Whaaaaat? There haven't been many missteps?! What do you call that botched ERP implementation that nearly bankrupted the company?

[knicksman]

Haha oh ya, that!  Still. The company is far better today than it was in the last several years. Much cleaner operationally. 

[zalmonella]

I might sound critical but I believe my assessment is fair.  I believe that mgmt and insiders are honest and hard working and can execute/deliver but the time for talk and presentations is over.  We need execution and proof of idea/concept.  That will drive shareholder value and I should point out that mgmt and the board and well alligned with our interests I think this is a fair

[lscfa]

Time, so cash flow can accumulate, debt paid down and deleveraging occurs....       Same EV multiple Increased EV multiple   Now Cut net debt $30 mil Cut net debt $30 mil Shs 43,953

[ariesleaf]

Growth  More Sales Mean More Earnings .