Compelling Microcap Wrapup - April 21

Direct Insite recovered from being down to $0.75 to now $0.79 on 16K in volume, quadruple the average. Post presenting at the NACHA conference yesterday - the conference likely drove some exposure - granted this is more for sales and awareness of the company's solutions and not the investor side. Still excellent the company attended as with BAI where they won. We are awaiting the sale of PAYBOX to another bank, or for increased customers through the first signed bank. DIRI is one of our top plays for 2015.

Research Solutions - I added ahead of earnings May 11 as the PPS came down today before recovering. I am looking for investors to gain knowledge of the story and increase Article Galaxy Traction growth following the past two-quarters of double digit growth. This is a very exciting and undiscovered SaaS technology microcap, as is Direct Insite.

SuperCom has been performing very nicely following FY financials released and two analysts covering the company. Shares up 8% on 2X volume to $11.56

Radcom reports Q1 earnings on April 28, we added two weeks ago. Looking for $0.20 in EPS, (as we posted several weeks ago in a post) and are looking at $0.80 to $1 on an annualized basis. With a 20X P/E ratio this is a potential double. Of course we have to keep Cisco in mind as competition with MaverIQ as they released an offering, but we believe RDCM's pipeline and visibility in the market is strong (they have had MaverIQ in the market for several quarters already selling)

ICTV: Performing well, up to $0.65 - still looking to see how new products fare (Coral Actives, DermaBrilliance etc as well as any return to major U.S. marketing with

SSNT: we added under $3. Trading at less than 0.5X TTM revenue. With the reverse split and raise out of the way, these are no longer areas for confusion. Looking to see the company's growth continue (impressive first nine months of FY 14 and the FY numbers) and are looking to see the company bring together the market for Sage Resellers, and do 1-2 more acquisitions this year.

INUV: Rampant buying / selling has stopped and shares are at $2.35. We exited at $2.96 as the PPS outran what we project for FY earnings. We are looking for ~$13M in revenue for this coming quarter.

CLCN: Awarded a master franchise in Poland recently for BFK - although the company reported revised numbers which were worse than what the company originally reported. As such we sold.

MARA: Marathon patent group announced the  results of its Signal IP Markman ruling. We added sub $6 a few weeks ago as investors oversold the company in our opinion.

ASUR: Asure Software showcased its leadership role as the only provider of SaaS workplace and Workforce technology solutions. This exposure is much akin to our extensive report on the company's solutions, which can be found in the newsletter segment of our website.


This is just a quick update, be sure to check out our latest unmatched and extensive reports on Direct Insite and Research Solutions.


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Posted to SecretCaps on Apr 21, 2015 — 4:04 PM
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