Data Communications Management Corp T.DCM

No price support

[zalmonella]

Boy, it's been pretty thin on the bid lately so no price support at all. When are earnings due?  mid-August? I'm not expecting a lot of buzz especially during the summer doldrums, but even getting back to the mid-June peak looks like a struggle from here. I did let a little go just to lighten my big load a bit, so I'm not especially eager to add more now.

[knicksman]

Doing the exact opposite.  I was lightening up at higher levels.  Buying more here.  Nothing's changed here. I wasn't expecting miracles in May.  I'm not expecting miracles now. Just a well managed business paying down debt and protecting/growing the top line.

[ariesleaf]

Looks to me like profit taking in all stock sector's. I think within two months we will see higher highs.

[zalmonella]

Doing the exact opposite.  I was lightening up at higher levels. Sorry I guess I wasn't clear.  I did the same at $1.40 with what I could, anticipating I could continue to do so and get rid of at least half of my holdings.  Guess not - my volume would have been just too big to accommmodate without depressing the price like it is now.  For a week now there's been

[knicksman]

My expectation for Q2 are actually very reasonable. We're still early here in terms of the new strategy and I think the backdrop was quite challenging in the quarter (given the government restrictions). In fact, I expect Q2 will be the softest quarter of the year from a profit standpoint. It usually is given the seasonality. Despite that, I expect continued strong FCF and debt repayment (>

[nozzpack]

If you examine FCF ....as defined by Knicks....for the past 4 quarters, they have paid out just about every red copper in to reduce credit debt and Leasing. In Q1/21 for example, FCF was just over $10 million and they paid down senior debt by $7.2 m and leasing by $3 million. If Knick is forecasting FCF of $20 million in 2021, applying the same intense relative focus on paying down senior debt

[zalmonella]

....for the past 4 quarters, they have paid out just about every red copper in to reduce credit debt and Leasing. All true.  I don't say this is bad or that my investment has turned - I'm sinmply surprised by the thin level of price support considering the interest all through spring.  My hope was to cut down by half what I had invested, especially on the long account which is

[nozzpack]

Economics do play a significant role for data management and ad revenues. The U.S. economy is recovering fast. After an expansion of 6.4% annualized in the first quarter of the year, consensus is to expect Q2 to show an acceleration to about 10%.   In Canada, After a moderation of expansion in Q2 due to public-health measures and to production issues in automaking by reason of the chip