Bruce, you're quite right. Primus is a true diamond in the rough on it's way to being a sparkling one. They're doing everything right in building (and buying) out their network .... and they are beautifully and methodically orchestrating the creation of a finely tuned company that will, without a doubt, be a HIGH priced target ...
The longer it takes for the world to notice, the larger and more mature along the path they will be, and the higher the buyout price is likely to be.
They're acting modestly now, which is admirable. Therefore, since they haven't really been tooting their horn, it's been taking a while for anyone to notice ... and, after all, the company's not yet "in play" ... so they can be left alone to continue to do their magic building THE BEST second tier company in the world.
Once things start to move, whenever that does happen in the months and quarters ahead, watch out! |