I have been following DEM's story for the last 4-5 years and took an entry position last month.
I can't believe the number of complainers here calling this stock "boring" and wanting the CEO out. In my opinion despite the fall from IPO, Andreas has done a fantastic job getting the foundations to where it is now. Examples including 90% recurring revenue and steadily increasing the gross margin to over 40% - crazy discipline required.
DEM is now in one of the most unique places being a micro-cap, demonstrating op leverage, and the numbers have never looked better. The next 12 months, we will get a good indication of just how profitable this company can be. Consequently, I expect a re-rating within this period. I also think based on company commentary, there will be a debt-funded acquisition within this time period which will increase eps without dilution.
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