RE:RE:RE:RE:YouTube Video Breaking down value of $DCMThis is one of the smarter stockhouse boards.
We've got a bunch of inteligent investors here.
Let's keep it that way...all opinions are valid and should be welcomed and debated.
Plus we all owe Vicario a beer for brining visibility to DCM!
My opinion on this stock is this: DCM is currently a bet on Richard and his strategy. I'd say 75% of the easy money has been made. There is more working capital-driven delevering ahead and the reopening should provide tailwinds. I think M&A is positive catalyst. My view is that, aside from Perennial, the deals have worked well. It's the ERP that did the damage (Eclipse and Thistle may have saved the business during the ERP $hitshow). If DCM can execute on its digital strategy and show that by doing so, it can increase margins, than it has a rationale for acquiring another business and applying a similar strategy. Time will tell. Richard is just as lively internally as he is externally...and that gives me confidence that it will be "different this time".