Jason DonvilleWanted TechnologiesWAN.VCOMMENTOct 24, 2014
Great company and great technology, but they have a kind of lumpy cycle. The financial year they are coming into right now is going to be a bit muted and the following year should be quite strong. This has to do with the timing of contracts and the timing of investments and launches. It might stall out on you for about 6 months until people start anticipating the following financial year. The catalyst for better earnings is still 6-9 months away. If you are in for a 3-4 year view, you are going to do well, but if your timeframe is shorter than that it may not be as happy an experience.
Great company and great technology, but they have a kind of lumpy cycle. The financial year they are coming into right now is going to be a bit muted and the following year should be quite strong. This has to do with the timing of contracts and the timing of investments and launches. It might stall out on you for about 6 months until people start anticipating the following financial year. The catalyst for better earnings is still 6-9 months away. If you are in for a 3-4 year view, you are going to do well, but if your timeframe is shorter than that it may not be as happy an experience.