Grommit:
I've much enjoyed and benefited (thankyou!) from your SI dedication and perspicacity from moment I tuned in UV thread you kindly created. And presently, we do tend a handful of the same little critters (I think them as sheep, because sometimes they run off and sometimes require slaughtering before viceversa). Most came from/thru you, except ECGOF from me.
And I still hold SFC and FFST though you're gone.
All of which is to preface Re: ZOMX:
I've read site, etc. from start and come up a tad queasy.
I agree, Mfgr. certs good. ##'s good. 30%+ 2-3yr.growth paradigm. Big customer in GTWY. Ongoing expansion. Just five main competitors--
But without knowing just who those competitors are, their customers, expansion plans, earnings, market shares, relative PE's in the industry, etc. you diss' both research reports (likely conceived in light most favorable to company???) as to earnings and 12 mo. price targets, as "light". (any substantation from them for your 15-20
6 mos. scenario?)
With insider selling, margin issues, recently announced slowdowns/glitches in GTWY parade and lack of hard info about ZOMX's place in the sun vis a vis competition (NMBS, QMS?, etc.,) new digital technology, etc., what, beside the pure ##'s, justifies such level of confidence.
(and should I sell ALNK to buy ZOMX?).
What think ye?
Kindest regards,
Your fellow Herdsman,
RMR |
