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Posted On: 07/11/2019 2:59:29 PM
Post# of 82676
Thanks for that reasoned and thoughtful post!
I agree with the basic idea that the stock is greatly undervalued at these levels and have doubled my holdings in June-July. A 38x return would be lovely and I do think it is quite sensible to adjust expectations as things develop.
I might add that if the 20m DSS clients are an opt-out situation, then that deal alone will bring perhaps approximately 45m in revenue to SFOR. We’ll see what happens.
I agree with the basic idea that the stock is greatly undervalued at these levels and have doubled my holdings in June-July. A 38x return would be lovely and I do think it is quite sensible to adjust expectations as things develop.
I might add that if the 20m DSS clients are an opt-out situation, then that deal alone will bring perhaps approximately 45m in revenue to SFOR. We’ll see what happens.
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