You say/suggest:
"1. 25% to share buyback 2. 25% for dividends 3. 50% liquid assets. No more talk of acquisitions, it appears to have a negative view to the market. These above percentages should be announced after each and every new signing, thereby creating our own PR. These views are shared by several large PTSC shareholders."
1. 25% to share buyback - Why not 100%, save some cushion? At these prices, it's a bargain and demonstrates management confidence in our future. Shares bought are as good as cash, and can be leveraged or sold (i.e., liquidity +).
2. 25% for dividends - Why? What does it do for us other than put a little change in our pockets, taxable on a time table outside our control?
3. 50% liquid assets. See #1. PTSC stock is a liquid asset and, again, leverageable (they can borrow against it).
No more talk of acquisitions, it appears to have a negative view to the market. - Agreed. Hold off till the really big bucks are available after resolution with the J3/ARM. There's already enough perceived risk associated with this stock (until that resolution), so why in the world would they want to introduce MORE risk?
These above percentages should be announced after each and every new signing, thereby creating our own PR. - Yes, my suggested 100% of funds for stock buy-back should be reiterated with each signing.
These views are shared by several large PTSC shareholders. - IMO they should rethink their views based on the above.
All JMHO,
SGE