RE: I like FBT13 Mar 2017 20:24
That would be my, best case, read too - if you're going to weigh in on the CEO leaving then why do it today and not weeks ago when it happened?
It reeks of hatchet job, likely for the same reasons as the other nonsense that arrived in here in January .......
Talk of fast moving tech needing a head to lead it when Stephen "a full decade ahead of the rest of the world" Streater is leading the R&D really is laughable ...
It's the numbers that matter and while they're obviously still losing money those H2 increased invoice numbers are pretty awesome on a percentage basis likewise the deferred revenue. Keep that up, or even accelerate it as they clearly did from H1 to H2, and at some point they'll hit an inflection point that puts profitability firmly on the radar and in the context of a booming market sector, and quite possible leadership in that sector, those revenue/profit figures could escalate even more dramatically than we've just been shown ...
That's the entire nature of the play in a nutshell for me here and why I highlighted it in my Q1 2017 blog at the end of December ...
Catching dead-bottom is anyone's guess as it always is but there's even more reason now than then to give this a look at this kind of price/time with that 2017 forward looking perspective imo ...