SP ACTION POST THE EARNINGS CALL NEXT WEEK, page-34

...Starting to think RBL really got ahead of itself on the sell. side. As a few punters have commented, RBL is a much better company then KGN and TPW. Given its global footprint, RBL should be considered and awarded a higher multiple then both. Also, a few things to consider

1- New CEO seems like a perfect fit for RBL. Looks like he did a great job growing SEEK during his time there. He would be keen to get off to a good start
2- Analyst 3rd and 4th Q estimates will be very very low compared to how the company is traveling. Since the company did not provide guidance last time around, many analyst kept 3/4Q estimate intact. Even if RBL's management does not provide guidance...I think the analyst will be compelled to raise estimates dramatically(IMO..20%)This should cause a re-rating of RBL. This is just my opinion...but I think analyst will raise price target to mid 7 dollars. This process could take a few days.
3- Although RBL is a conservative company in its reporting, it could just have a strong enough conviction on the remainder of the year, that it provides upbeat guidance to the market. Given the global strength of E Commerce, this would not be a stretch.
4- Think all the metrics will exceed expectations..Cash Flow..Cash on hand...Margins etc. The only negative for 2Q would be delayed shipments...but all fulfillers had this problem during a record Xmas seasons.

I still think this stock is VERY VERY cheap compared to its global peers. E Commerce stocks continue to go from strength to strength globally. I still think RBL will be a ten dollar stock sometime this year.Good luck to all holders .At these levels, I went from Hold to a BUY today