RE:RE:RE:$45 by year end?zalmonella wrote: Yes, this is exactly what the analysts keep saying. Yet here we are at $45 two weeks before I raised the question. I think you and the analysts need a new model. A parrot isn't as useful.
I was dissappointed by the earnings reaction.
Management has said for several quarters in earning calls to expect Vidyo revenues to normalize. From what I have seen analysts didnt model normalizing revenue in.
Insiders have not sold a share since April according to ceo insider tracker (recent years were selling quarterly including at prices below current).
NCIB was ruled out at the current price.
Nothing was mentioned on a review front (assuming the bloomberg article is accurate, and analysts have noted it). I am comfortable holding at my cost.