RE:Life is what you make it, and so is a conference call.Very objective and logic driven analysis, Dartmam. I would like to highlight the statement CloudMD made regarding revenue growth in low double digits. I was satisfied to read it. Why? It is crucial to manage Cost of Acquisition or COA per customer. Aggressive growth can exponentially increase Cost of Acquisition per Customer and it can burn through cashflow. Years ago in 2009/2010, I was leading Bell Canada's FibreOp (Bell Fibe) brand in Canada. And I had to make the same decision: steady growth that is SUSTAINABLE. Management and investors alike, at times, are in romance with aggressive growth and lose sight of its SUSTAINABILITY and COA impact to bottomline P&L.
Q4 was in line with my expectation. Q1 results should be fast follow on to Q4 results. At 19 cents a share, CloudMD seems like a good opportunity but it does come with risk. Invest only that which you can affors to lose is my advice. I did pick up around 10K more shares. Why not a 100K? It is beyond my risk appetite is the answer.