I think one of the things holding back ZEN (if you can describe what it's done over the past 12 months as being "held back") is the market's current perception that its business is cyclical in nature. I think it will re-rate dramatically when the market realises/learns how great a degree of certainty there is around their earnings, not to mention, the ongoing growth of those earnings as they convert more of their pipeline to new contracts.
ZEN Price at posting:
$1.05 Sentiment: Buy Disclosure: Held
