RE: RE: RE: Earnings ReleaseOn the last call, HEM guided to up 40% in the quarter YoY and they said it included the revenue that was pushed into the quarter, so don't expect anything different than the $21mm number. I'm much more interested in how the rest of the year is shaping up. $21mm was a given, now lets see how the remaining $50mm+ anticipated for the year looks. More importantly, need to see how margins/operating model are shaping up. The company guided to a slightly down year in terms of operating costs. Also, they think 50% margin achievable (although probably not in Q1 I suspect, but I want to see evidence of this improving towards or at 50% by end of year).
Management is still on a short leash in my books, but I'm willing to give them benefit of the doubt at this point and thus far Q1 top-line is coming in as expected. However, if at any point things appear to be slipping I will be writing to M. Lang and the board to seek shareholder value creation alternatives. HEM is not an overly large % of my PA, but I own enough shares to be taken seriously. I suggest others consider doing the same if need be.