RE:RE:Is my investement thesis broken ?Hey Rev,
Not too sure how you compare EVLV and Xtract. EVLV did 25 M last quarter, say 100 M USD on a annual basis versus their market cap of 700 M USD compared to Xtract with say 20 M Sales/year and a market cap of 130 M post earning., Factor in the cash on hand and I would say the Xtract is valued more dearly than EVLV.
Not too sure also I agree that Evans is mismanaging the sales effort. Believe he is taking the best approach considering the $$$ in the bank. But to each his own.
If One Gateway does not score in this market, game over for me, whatever the stock price
GLTA