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Inefficient Market  

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  • Inefficient Market
    $SLGD. 10-Q released today. Revenue up 25%, net income up 153%, backing out income tax benefit. Trading for basically 3x earnings.
    Aug 14, 12:31 PM
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    • Inefficient Market: That is obviously the risk. Contract runs through the end of December 2016, so not much immediate risk.
      Aug 19, 2:01 PM
    • Inefficient Market: But I'll also say, the stock is trading like that contract has been cancelled. So if it gets extended (again) there is significant upside.
      Aug 19, 2:10 PM
      • Inefficient Market
        $SLGD. This might be one of the biggest market inefficiencies I've ever seen.
        Aug 14, 12:24 PM
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          • Inefficient Market
            New 52-week high for $PLPM today.
            Aug 10, 4:43 PM
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              • Inefficient Market
                $PYDS reports record monthly processing numbers. NASDAQ listing next week. $PYDSD
                Aug 6, 12:01 PM
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                  • Inefficient Market
                    Solid results from $PLPM. Increases share buyback program. Management is still sandbagging on guidance...
                    Aug 4, 9:42 PM
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                      • Inefficient Market
                        $PYDS gets approval for Nasdaq listing. Will start trading on Aug. 11th. $PYDSD
                        Aug 4, 8:37 PM
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                          • Inefficient Market
                            $PLPM reports tomorrow. Gut feeling is they raise full-year guidance.
                            Aug 3, 10:19 AM
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                              • Inefficient Market
                                Based on the multiples $PYPL is currently trading at, $PYDS and $PLPM would be valued 150% and 100% higher, respectively.
                                Jul 22, 2:00 PM
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                                  • Inefficient Market
                                    Another successful quarter from $PYDS. Anticipating the Nasdaq listing within the next few weeks. Might also get a bump from $PYPL listing.
                                    Jul 20, 11:51 PM
                                    Reply (1)
                                    • Econ Student: Looking good. Nice transaction growth. All we need is the uplisting and we should be good.
                                      Jul 21, 1:40 PM
                                      • Inefficient Market
                                        Continuing to add to my new $SLGD position. Stock is trading for just 3x earnings, net of cash. Top line growth of 27%, bottom line 37%.
                                        Jul 14, 2:06 PM
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                                          • Inefficient Market
                                            Started a small position in $SLGD the last couple days. Feel this stock would still be cheap at 2x the current price.
                                            Jul 9, 1:15 PM
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                                              • Inefficient Market
                                                $PLPM gets new $10m credit facility to repurchase stock. Tells you what they think of their share price...
                                                Jun 11, 9:42 AM
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                                                  • Inefficient Market
                                                    Another record quarter from $PYDS. I would anticipate the Nasdaq uplisting within the next few weeks.
                                                    May 15, 8:01 AM
                                                    Reply (8)
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                                                    • Econ Student: I really liked the quarter as it is supposed to be a seasonally weak quarter. Should be a great year if they execute the uplist and growth.
                                                      May 22, 4:12 PM
                                                    • Econ Student: I really liked the quarter as it is supposed to be a seasonally weak quarter. Should be a great year if they execute the uplist and growth.
                                                      May 22, 4:12 PM
                                                      • Inefficient Market
                                                        $PLPM. This is now a conviction buy. Mgt is still sandbagging on guidance. Expanded 5 year agreement with $GPN removes a significant risk.
                                                        May 8, 9:52 AM
                                                        Reply (2)
                                                        • Falcon98: Great work again! Congrats!
                                                          May 9, 4:42 AM
                                                        • Inefficient Market: Thanks!
                                                          May 9, 7:16 PM
                                                          • Inefficient Market
                                                            $PYDS appoints two new independent directors to fulfill requirements for anticipated Nasdaq uplisting.
                                                            Apr 27, 7:36 AM
                                                            Reply (5)
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                                                            • Inefficient Market: I'd guess somewhere between 1:10 and 1:15. They might want to get it to $5 so some institutions could invest.
                                                              Apr 29, 11:36 AM
                                                            • Econ Student: Next few months should be big for $PYDS as institutions start to invest.
                                                              Apr 29, 2:27 PM
                                                              • Inefficient Market
                                                                Based on what $GPN paid for a similar company last month, $PLPM would be valued at about $4.40 a share. 120% higher than where it's trading
                                                                Apr 23, 10:31 AM
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                                                                  • Inefficient Market
                                                                    Continued to add to my $PLPM position this week. Stock is a steal at these prices.
                                                                    Apr 23, 10:30 AM
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                                                                      • Inefficient Market
                                                                        Another great set of numbers for $PYDS. Wouldn't be shocked if they're bought out within a year.
                                                                        Mar 30, 8:29 AM
                                                                        Reply (3)
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                                                                        • Inefficient Market: Numbers were a bit higher than I estimated. Backing out the income tax benefit, net income in Q4 was just over $1m. I had them at $850k.
                                                                          Mar 30, 10:20 AM
                                                                        • Econ Student: Thinking this one is worth 3x what it's trading at. That's just 1 year time frame. Could be much bigger than that.
                                                                          Apr 10, 10:23 PM
                                                                          • Inefficient Market
                                                                            Back in $OTIV after summary judgment win against T-mobile. Could open the door to sue bigger players in the NFC market.
                                                                            Mar 25, 3:53 PM
                                                                            Reply (3)
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                                                                            • Souden: I sold all last Sept during the price spike. Bought two weeks ago and waiting on 2.00 as well. I agree, comfort level is not there yet.
                                                                              Mar 26, 1:20 PM
                                                                            • tromur: I sold half the day it spiked to 5. Should have sold all. Bought some back as it kept dropping, but finally got fed up around 2 and sold.
                                                                              Mar 26, 9:56 PM
                                                                              • Inefficient Market
                                                                                $PLPM. Also believe management is sandbagging on guidance for 2015. A large partner's required software update in Q2 could be a game changer
                                                                                Mar 23, 2:11 PM
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