Sorry it took so long to respond, but here is my 2 cents worth on EOP and DAV.
I normally get a mental block trying to evaluate companies that have less revenue than I do. That said, there is room for optimism in both companies. Thanks for two more interesting suggestions.
DAV, despite the company literature, doesn't have a technology that is particularly unique or proprietary. The UTI patents are relatively trivial and face competitive technologies. The APCAR tech may prove to be interesting down the road, but I wouldn't put a commercial value on it yet. They do seem to have had some success in getting the odd large contract, though, which is a sign of some credibility in the field of water treatment. If the commercialization efforts have any success, the company is a steal at current prices, but that is a big "if". I won't buy yet, but will put it on my watch list.
EOP is an entirely different kettle of fish. Like any niche software company, it could explode or fade away, and one can't predict which without intimate familiarity with the niche. I am not very familiar with EOP's niche, but will watch it for more signs of acceptance (i.e., more contracts). If it announces a few more unrelated contracts, I might jump in.
-g |
