Stockchase Insights
Data Communications Management
DCM-T
BUY ON WEAKNESS
Mar 22, 2023
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.
These results were mostly pre-released in February and our comments in the link still apply. Debt is going down, growth has accelerated and it is becoming highly profitable. It took a while, but the highly committed management team (which we like) is starting to put things together nicely here and the new acquisition should keep momentum going in the medium term. Unlock Premium - Try 5i Free
(A Top Pick Apr 12/18, Down 24%) They have engineered a turnaround and it has turned the corner but it is not getting the love it should. They have a bit of a debt problem and they are reducing it. It has a lot of really great customers, moving from a print based model to a marking and electronic model. He thinks it is grossly undervalued and should trade higher.
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These results were mostly pre-released in February and our comments in the link still apply.
Debt is going down, growth has accelerated and it is becoming highly profitable.
It took a while, but the highly committed management team (which we like) is starting to put things together nicely here and the new acquisition should keep momentum going in the medium term.
Unlock Premium - Try 5i Free