Data Communications Management Corp DCMDF

just some thoughts

[investorline]

There products are mostly mission critical hard to believe clients put off buying items they need to run their business unless they found alternatives. Why fire low margin clients surely with all their capacity and capability they can find a way to make low margin business profitable. Lastly they are managing a bigger pie of declining business than previously hopefully the acquisition we know nothing about is transferable into their business and can be leveraged to get some real growth would like to see more on that front. Those have been around have seen this song and dance since Relizon, Peranial, on and on

[KnowledgeSeekr8]

I really hope that management is reading these comments and maybe thinks about their strategy of letting lower margin business go at this time. Clearly a strategic error on their part and hoping that their wallets being hurts with all the cheap share they got given may make them chnage course. I'm actually shocked at the low volume today considering the carnage with DCM on the TSX

[lscfa]

How about having a few quarters without any damn restructuring costs !!!

[KnowledgeSeekr8]

Amen to that. Its been what 6 straight quarters, maybe 7? I remember back at the end of 2022, didn't they say hey we finally have a clean quarter and no planned restructuring for 2023? haha just another reason people are having a hard time believing what they say now. They can go to all the investor conferences they want and preach, but action and numbers speak louder than their interviews

[lscfa]

They filed a shelf prospectus in Aug.  If mgmt was planning on doing an equity raise in the short term they blew it by tanking stock price. Bozo move to shrink revenue.

[lscfa]

another dumb move was not to tell us how much of the $17M decline in revenues was due to large clients deferral and turning away low margin clients 

[KnowledgeSeekr8]

It's a well deserved slaughter on the market today. Obviously I'm hating this as it has cost me 6 figures today but management deserves to be taken out to the woodshed on this strategy move and communication failure. Might not have seen the selling end here. We could see $1.50 when the dust settles making the value around $80 million which should tell them something. We now also have to