That's the beauty of stock market investing right - the demented...

That's the beauty of stock market investing right - the demented market can create opportunities. Then it's a test of patience, conviction and analysis. I believe some of the revenue is SAAS style and support revenue and the rest is project revenue which creates some lumpiness. Not to mention they are acquiring and trying to bring 'essentially' smallish businesses together. I bet their is some challenges going on at the operations level. That wouldn't be a simply task, made harder by the geography/locations around the world. My only concern with my investment thesis is if I am missing that there may be a solid competitor in this space however when you look at the caliber of customers MPW has and the recent project wins I suspect they are continuing to kick goals regardless of potential competitors. Time will tell and I will continue to hold.