Intrinsyc Software International Inc ISYRF

RE:RE:RE:RE:RE:RE:RE:ITC=DOG

[natios]

Espirit - His criticism of the company is from another era. Don't spew on the company for something done on anothers watch. The criticism is simply illogical. The blame is on on Seealice and noone else.  Thats fact - not criticism.

I'm the first to say that the management and board have made recent mistakes including too much dependence upon Stream in prior years.  But that has been rectified, the balance sheet remains very strong, the revenue and EPS profile are in an upward trajectory, the client base appears more diversified, and the company realizes it can be relevant in the massive IOT segment by becoming bigger and hence looking at strategic opportunities to augment growth. IE Roth.

From a valuation perspective this company is cheap. And while you claim EPS is necessary - that it probably is to get a near term pop, any potential deal presumably wll be EBITDA based.  At 5x currently there is lots of upside - disregarding the attractive value of its tax losses.