It was always going to be a matter of time. They have shown...

It was always going to be a matter of time. They have shown little ability to plan and to work towards a long term strategy. If they have had one they have not articulated well. I firmly believe with the right strategy Gentrack could be a big mover in the market. They have a presence, a good customer base, a market with not a lot of competitors, and some good staff. They just need a solid plan and to use their resources well. I think given their revenue their market cap is low,but without a solid plan confidence has dropped. With a strategy which includes product development, market choices, staff utilsation, and investment required they should improve market perception based on an improved financials. I know this is early days, but based on this potential change I think it should be a buy.