I am very happy to see Cheryl, JDN , Skip and every one else doing a brilliant job of explaining, studying and discussing TPRO in a positive direction.
Remember folks TPRO was just a run of the mill systems integration co competing with 100 some small ones with past management screw ups until John, new ceo turned the co around only in two years. Also Kelsall, the new cfo got the financials in to a positive territory in a matter of months.
They realised the growth potential quickly by stepping up manpower and market share through strategic acquisition and alliances, becoming the leader in the industry, in less than a year.
At same time they saw a timely opportunity to market factory floor y2k solution to their existing client base. It all clicked.
These guys are hungry and lean.
To stay focused, I cite P.Keeler and Steve and agree on TPRO value of $8 a share without y2k. At same time I am comfortable with my 97 est eps of .29 and Skips y2k est eps of .20 .
I am not astounded by how TPRO went up today, in fact if we were in a more bullish environment we would have seen over 7 IMHO.
As far as Skips risk/reward factor is concerned every day our bar graph is heading more towards the reward side, of which I am happy to report.
I understand www.thestreet.com owned by J.Cramer (Chief Editor, Worth Magazine) of Cramer Funds is doing a story on TPRO. I hope this will give the company some free publicity, as CEO has stated that they need to get the story out to the public.
I am enjoying my self here at my friends 18th century villa, frolicking in the sun and appreciating the wonders of AOL Europe and Internet.
See you folks soon and stay well in this turbulant market.
Joe |
