Response to Multiple QuestionsThe remaining two divisions still create a lot of revenue but investors seem concerned that they will not grow as fast and/or the company will be capital constrained after paying a big dividend. The division that was sold was the fastest growing, by far, but this does not mean the others have no potential. ECN are experts in financing and we certainly would not see capital as a constraint here. Our general impression is that the market is mis-judging future opportunities. ECN management has steered a five-fold gain in the stock in five years, and we would be fine continuing to bet on them.
So said 5iResearch on Thursday. GLTA