The interesting thing for me with these guys is the potential takeover.
When small cap (small ? 120M ? ) companies get a roll on the big guys take note and then the arguments about net value begin. The growth trajectory from RXP is pretty good, albeit from a combo of organic and acquisition growth. The numbers talk, I guess.
UXC got it from CSC fairly recently, there's been some other small ones in previous years.
After the total farce from IBM with the census, they would be well served ditching the morons and buying these guys to do that type of SI work. Mind you, one only needs to work out that 10-16 million punters doing the census in the "preferred" window of 6-10pm means that the service needs to be able to cope with a transaction rate probably 6-8m peak, and 4m sustained. Durrrrrrrrrrrrrrrrrr
Go well all
RXP Price at posting:
80.0¢ Sentiment: Hold Disclosure: Held