RE:$$$$$ I agree with you Norm. For all intents and purposes this company is just getting going. It's a true growth story and to compare it to Constellation is ridiculous, in my opinion. It sounds like the company will sail through their year end numbers. The only hiccup, as everyone has stated, is whether management will continue to hit their targets and until they miss I'll give them the benefit of the doubt. With that said, companies trade on forward metrics so a software company that has modest growth is going to trade at a modest current metric, however, you factor in explosive growth and current metrics don't matter much, IMO. I'm not buying this stock because of where it's trading now but rather where it'll be trading two years from now based on that revenue.
I believe the short term weakness is a function of all the warrants that are coming due in the fall, there's a lot of positioning before those expire.
I appreciate all the discussion here, it's all constructive and even what would be considered a little negative is still very positive. YE is out in a few weeks and should set us up for the year. Good luck to all.