RE:RE:Share PriceI agree with most of what you say, but let's face it, takeouts don't happen for straight forward reasons, especially not for the reason you propose! If only the markets worked that way, retail would have a fighting chance, lol. Despite my disgruntled musings, SVC does look to be a takeover target in 2015 if earnings continue to firm up and the P/E drops (but hopefully not at the expense of spot.) If anyone wants to figure out (price - cash per share)/Earnings, then we'd have a better idea of how close we are to being a takeover target.
MUGMODs wrote: A takeout will happen when a company believes Sandvine represents great value to its bottom line. For that to happen, we're probably waiting for much larger revenue...like...$300M-$400M.