Giota, then explain it to the other readers. Your quip to me is too easy. I don't think you have an explanation, but rather, you are emotionally attached to NSCP. Please don't take it personally. Have a good weekend.
Stephen, yes, I understand about "potential". However, NSCP is in the midst of drastically changing their business model, and now are going head to head with IBM, Oracle, and Microsoft. NSCP may be doing the right things, but that still does not mean valuations are justified at these levels. I would think the drastic reduction in revenues from Q3 to Q4 would concern you, and others. Also keep in mind, most analysts were anticipating 150-160 million in revenues for Q4. NSCP missed this by about 30%! This is a major hiccup, and should be of concern.
Short to medium term will be difficult times for this stock IMO.
Regarding "that 4 bagger stock", I am waiting for some improved margin confirmations due to their recent move to Mexico. I should have it next week. Insiders also bought a lot of shares in December.
Have a good weekend, LF |