I have worked with OneVue and know how much businesses are outsourcing to them and the economies of scale will kick in big time. It will make sense for people to outsource to them at a price cheaper than doing it inhouse. Plus their platform business is strong. The 20 mile journey is about a steady pace regardless of circumstances. Connie told me she never looks at the share price and is always focused on what she needs to deliver quarter by quarter.
OVH Price at posting:
46.0¢ Sentiment: Buy Disclosure: Held