Intrinsyc Software International Inc ISYRF

RE:RE:Intrinsyc Technologies blog post - Investorfile

[AngloSaxonMan]

I would love to here his opinion too. For me, I think this company has had several iterations. Past iterations just didn't launch. So in terms of company history, its been long and a failed investment from T=0 for long investors. But ITC's latest business model transformation is arguably only five years old when they transitioned to a model that strives for greater repeat product sales and/or royalty revenues. From this perspective, share price performance has been crummy over the last two+ years but not bad over the past five years. So I guess I am zoning in at the last two+ year performance and asking questions. This company needs to double or treble its market cap just to be on the radar screen of institutional firms. So we are still in the young cowboy stage here and from that perspective, I'm assuming ITC has a greater likelihood of experiencing market "mispricings" / steeper than justified discounts & just weird price swings. I would like to see the company lay out an aggressive, more publicly accountable growth plan. Everyone wants more visibility and maybe lack of visibility here is a function of their relative market power in their industry...to own this stock today, I'm assuming investors expect growth in the multiples and within a few short years. It's a bet on the current business model being right.