SEN 0.00% 2.4¢ senetas corporation limited

take over, page-4

  1. 971 Posts.
    That has some merit.
    What I think will be the paly from the announcement will be. Is that the analyists will run with this when the strategic partner is announced. What a lot of people in the market dont realise is that there is nothing in the world at the moment that draws close to the IT of Sen and because of the rigid QA requirements you know who your up and coming competitors are.... it cannot get much better than this.
    Another factor is that because of the client base Sen are not at liberty to say where the sales have gone, again this retards the growth of the s/p, but be assured they have some of the biggest customers world wide and that is growing.
    Finally I dont think that the market realises the signifigance of the announcement regarding the new agreement with safenet, that announcement frees Sen to attack the market, form partnerships with distribution networks and literally multiply earnings. That is why I struggle with sellers below 51c at a first cut.
 
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