Asure Software: Transforming a Classic Patent Troll [View article]
Sorry to have not responded. Every time we try, it goes round & round.
The conference call said they have cash of $19.5M which was somewhat low. Also, the headcount at 189 which converts to $64/employee on a forward basis (12M projected revenue) was a surprise. As far as growth, management projected revenue in 5-6 years to be at $100M - there is no real basis for such a projection and so the value of that projection is questionable. We should also mention that we traded out of the stock immediately after the earnings announcement.
Asure Software: Transforming a Classic Patent Troll [View article]
The conference call said they have cash of $19.5M which was somewhat low. Also, the headcount at 189 which converts to $64/employee on a forward basis (12M projected revenue) was a surprise. As far as growth, management projected revenue in 5-6 years to be at $100M - there is no real basis for such a projection and so the value of that projection is questionable. We should also mention that we traded out of the stock immediately after the earnings announcement.