Cliff Note #122

Asset sale unlocks value, allowing the company to focus on high-margin software business...

We are adding a new stock to our MSM Microcap Quality Index (MSMqi), as we are seeing increased growth opportunities and focus in the company’s software platform, which is showing early signs of scale at very high gross margins.

We have followed the story for a long time, eagerly awaiting for the software growth inflection point and now it seems to be happening. They also have a significant cash pile that they could utilize accelerate growth, eliminating dilution risk.

Mutibagger Themes: Asset Sale - Trading Near Cash per Share - Shift to High Margin SaaS Business - Operating Leverage