thanks @Donald – will share my notes. I have spoken to a few guys in the industry and the gist of it was
a. mps mgmt is very good and they know what they are doing
b. they are focussed on margins and would never sacrifice it for growth
c.their sales team doees not have as much mojo as others – partly because they were never used to selling as a macmillan subsidiary – they were a cost centre and had captive business
d. SPI global and Newgen are ahead in terms of growth and profitability. Spi has scale while newgen has a lot of niche IP
I do not know SPS and TNQ. will share financials of newgen and others by this weekend. Also, will check if any of my contacts is willing to talk specifics on these.
Thanks
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