Ann: Acquires security advisory and Splunk consultancy business, page-40

I can see both perspectives - and both are correct to an extent.

The last quarter was a disgrace and the core operations needs to significantly improve (as they have stated it will)

The best case is they fix the operations and acquire good business - if they do this, the stock can go anywhere.

If they don't fix the current operations and continually acquire businesses we will continue to be diluted.

I'm of the view the CEO threw out all of the bad news in the previous quarter. It's going to be an interesting quarter.