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As management implicitly admits, the company has a few ‘dodgy’ customers, start-ups that might not produce revenues, hence not all of its $1B backlog will convert into revenues. But for a short thesis to pan out, most of its backlog has to be dud, just a few dodgy customers is no proof of that. Given […]

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The company has carved out a valuable niche in the security market with central management and automation of organizational security policy. Giving the escalating connections and network complexity, the demand for this is growing firmly. While the company still has considerable losses and the shares, after a recent jump are fairly fully valued, they can […]

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The shares of Sierra Wireless are lingering on restructuring cost and some temporary headwinds from some part of the markets. But the rest of the year should be better as the revenues from their automotive clients start to ramp. But the company is undergoing a more structural transition into a more integrated IoT solutions provider, […]

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The company touts an impressive backlog and is expanding geographically. It takes on ever more complex projects increasing its TAM.The most promising parts are its own energy plants and O&M business, which enjoy higher margins and produce recurring revenues. Management guides for a strong second half of the year, and investors could take advantage of […]

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The shares of Flexible Solutions have rallied 200% this year whilst revenue is doubling, powered by a couple of smart acquisitions. The company has some promising products that produce significant savings for customers. Despite the rally the shares are still not really expensive. Source: Flexible Solutions’ Monster Rally – Flexible Solutions International Inc. (NYSEMKT:FSI) | […]

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The company’s fast growth has stalled due to what seem to be temporary circumstances. We think many of these will soon subside and growth will resume and indeed in April they were up 10% already. The shares aren’t expensive and the company is awaiting its Nasdaq listing. Source: XPEL Technologies Progress Hidden By Currency Headwinds […]

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The company is facing market changes with a shift towards more networked and integrated IoT-type solutions. Smart acquisitions and cooperation with other companies have enabled the company to be well positioned to take advantage, and the disproportionate growth in software and services testifies to this. The company enjoys solid revenue and margin growth and is […]

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On paper, their business model looked very promising and the company has indeed produced spectacular growth. However, developments still underwhelmed with six consecutive quarters of earnings misses, strategy shifts and a series of capital raises. Because previous management disappointments we can only rate it as a speculative buy but the potential is very large here. […]

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The advantage of having your own payments platform is that it can be leveraged, and this is what the company is doing. It started in one vertical, plasma with fairly simple cards, and it’s still growing fast here, but now is successfully moving to other verticals. The company enjoys 50%+ growth with 50% gross margins, […]

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The medical device company sprouts SaaS-like metrics; 30%+ growth, 80% recurring revenues, 80%+ gross margin and it’s profitable and cash flow positive. The big sales force expansion depress these figures now, but will create a tremendous ratcheting up effect later. There are multiple expansion opportunities like overseas and other devices. Source: The Zynex Party Has […]

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