- Sticky cost cuts should drive operating leverage, and profitability that should exceed pre-covid numbers.
- The share price has barely rebounded despite a likely rebound in their largest business as children return to school.
- Company management is well aligned with shareholders with heavy share ownership and a desire to extract value.
- The emergence of their telehealth business offers a call option on what should be a high multiple business should it gain traction.
- Heavy insider buying shows confidence in the business rebound.
For further details see:
RCM Technologies: A Good Bet To Revalue Post-Covid