Donksy, this year's result is not very good. But in a world of small or micro cap stocks, year-to-year profit fluctuation is almost inevitable. So in ONT's case, it is better to look at the long term track-record of the company and calculate the intrinsic value.
I think the management in ONT is very extraordinary and the business model is very simple. It offers the chance to deploy capital at a very attractive rates for the foreseeable future. I have researched many companies worldwide, and it is very rare to find a CEO like ONT's. So we'd better stick with good people for the long term and ignore short term profits.
ONT Price at posting:
$4.14 Sentiment: LT Buy Disclosure: Held