This is all interesting, but what you want to know, no doubt is which ones will perform from here. Well:
Strong buy
- NQ Mobile (NQ) $8.35, price target 12 months: $17
- InterOil (IOC) $70.40. price target 12 months: $120
- InvenSense (INVN) $14.50, price target 12 months: $22
- Destiny Media (DSNY) $1.24, price target 12 months: $2
Of course, if markets behave badly, these targets might not materialize. We're fairly sure about the first three (NQ, IOC, INVN), DSNY is more speculative, but on the other hand, it has more potential to yield more upside as well. A couple of orders for Clipstream G2 could take DSNY well beyond $2 a share. On the other hand, they have yet to close their first commercial contract for G2, but we think this is a matter of time.
IOC also has potentially much more upside (depending on impending deal metrics, exploration and appraisal success, possible take-over bids), but the visibility on these is a little limited still at this moment.
INVN is winning more and more clients (Apple is a strong possibility, we're fairly sure of that), we were already optimistic about this company for a year, but this optimism is increasing due to their technology leadership, growing market and more applications (motion stabilization for camera's could very well provide more traction).