Monday brings the half year results for Globo (LON:GBO) and we may expect the usual expressions of "fool's gold" or "diamond in the rough". Only time will tell, but meanwhile it is interesting to view the different expectations allocated to Globo and one of its most comparable competitors: MobileIron Inc (MOBL).
Excellent post , thanks. I'd much appreciate seeing an updated one from the numbers on Monday. However I don't think there will be much change to the overall picture.
I understand people like Paul wanting to make the point that the intangibles in the balance sheet could make the P&L look better and some companies in the past have done that. But I just see don't see it in this case. The product r&d should be expenses over its useful life rather than one year , they have a history of their products continuing to earn like go social etc. historically they haven't had a problem with customers paying either, so while outstanding debtors is too be watched when I analysed it year on year figures it wasn't a concern and had much improved.
