RE:RE:Mission Critical Nature of DM Cyber = Hyper Growth Iamapothead the connection I was implying is that while the companies being mentioned in Bairds bullish call on cyber is that the companies he refers to which are down by over 60% still are trading at a 85 & 55 P/E
While DM has a mosquitoe's market cap compared to them, their NexaSMART software can be considered on par to competitors of this type when one sees that DM shares the same A-List Clientele only DM trades at cash.
Once institutions hunting for value in this stretched valuation marketplace discover what a gem DM is at only .10 which that valuation might at first glance suggest extreme sustainability risk in a volatile market, any that take a closer look at the cash balance sheet should realize with Cash being King in a down market , DM is unfairly trading at a more discounted valuation simply due to its market cap
So whether big or small , cyber is cyber and a bullish call on the sector carry's a broad brush.
Thats the connection that I perceived, others are welcome to disagree