Earnings Release Reminder
Very intersting that AJX is re-issuing the conference call notification today, to remind those that it is happnening tomorrow with earnings release. Quite a difference vs. prior quarters IMO. Today the company is making sure that people pay attention to the earnings release. That combined with a stock that hit a 52 wk high and surged 10%+ yesterday is quite interesting.
For the quarter release, focus really shouldn't be on the seasonally slow Q3, but rather on the guidance and any indication about where the company is heading. I would also like management to disclose any takover offers they may have recieved, but I doubt that's in the cards.
Key items for the quarter:
1. Discuss the China opportunity and quantify if possible
2. OEM: The recent CLAAS announcement is great. Where is traction going to be experienced elsewhere? Also, is the CLAAS annoucnement just the start of what will happen via the strategic engagement signed a few years ago (meaning is there more upside than what the market is pricing)
3. How are marketing innitiatives leading to positive traction in Outback?
4. What is the potential upside on Cloud sales?
5. Any strategic inisghts regarding a sale of the business or future strategic partnerships.