Q: Hi Peter,
I'm looking to redeploy some of my PLB funds into MDA. (Thanks BTW) According to your answers on various questions, you seem very positive on this company for a long term hold. At first glance, I agree, however my question is about the SSL part of the business. It seems to my amateur eyes that besides adding a ton of revenue, not much has been able to fall to the bottom line as of yet.
Is this a case of costs being accounted for before synergies are realized? I just want to double check in terms of true value being present for at least a three year hold.
Thank you Peter for providing this awesome service!
I'm looking to redeploy some of my PLB funds into MDA. (Thanks BTW) According to your answers on various questions, you seem very positive on this company for a long term hold. At first glance, I agree, however my question is about the SSL part of the business. It seems to my amateur eyes that besides adding a ton of revenue, not much has been able to fall to the bottom line as of yet.
Is this a case of costs being accounted for before synergies are realized? I just want to double check in terms of true value being present for at least a three year hold.
Thank you Peter for providing this awesome service!