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Congrats to everyone long VFI...your patience with this excellent co. has been rewarded...Xeres, would now be interested in your opinion of IVI as it is a pure play in this area, and a competitor (albeit much smaller), and has cleaned up it's mgmt, and balance sheet, has an alliance formed which makes it part of the 3rd largest co. in this field (after VFI and Hypercom. i believe)...there is a thread here, and would appreciate your analysis of IVI International Verifact. (IVIAF on Nasdaq)as it now has new focus, and is poised IMO for signifigant growth (they just signed a major deal with Wal-mart in US worth 4.5 million all to be shipped this quarter, and are by far the biggest player in the Canadian mkt, which is technically ahead of the US mkt)...sorry to go off topic, but for those looking for another play in this very field I would like to get your analysis of this co. They have larger revenues than Chechmate, yet trade at a big discount as mgmt dissapointed shareholders last year...again, congrats on your success... |
