RE:RE:RE:DM versus MRSinvestit wrote: It's not the same industry and MRS margins are not that great compared to DM. In the 3 quarters ending Sept 30, 2021 MRS had $84 million in revenue but only $1.54 million in net income and cash and cash equiv. of $4.35 million.
DM had half the revenue but more than twice the net income and three times the cash. Plus the AI industry is hot and this will continue for a long time.
frewil11 wrote: From .17 to .32 on a 200 million US dollar contract , maybe our 40 million contract wont be such a gap up in share price that we all think it will be.
The market is stubborn and it for some reason have supply of a lot of cheap shares. It was wrong regarding the fading of covid related business, but it doesn't not correct its view and insisted that wrong view in valuing DM. I suspect that if they correct their view, they will lost a lot of money. Therefore, they want to be stupid to the end.
Just hope that DM will eventually have enough cash to buy itself back. No dependence on the mercy of the market.