The company was buffeted some temporary headwinds, a technical problem with the introduction of a new product and new contract moving out to Q4 and Q1. The temporary headwinds and a big rise in receivables pushed the cash situation in problematic territory. Boxlight can overcome these problems and in a longer-term perspective the shares are […]
Entries Tagged as 'BOXL'
Boxlight’s Temporary Headwinds Open Up A Buying Opportunity
December 18th, 2019 · Comments Off on Boxlight’s Temporary Headwinds Open Up A Buying Opportunity
Tags: BOXL
Boxlight Is Light On Cash, But Not On Opportunities
September 23rd, 2019 · Comments Off on Boxlight Is Light On Cash, But Not On Opportunities
The shares of Boxlight have been in decline for over a year, mostly due to worries about its precarious cash situation. However, the company keeps on growing at 20% or higher, and margins are improving. We think the cash situation is likely to improve going forward. Even if the company should need more finance, this […]
Tags: BOXL
Boxlight Is Still Attractive
May 20th, 2019 · Comments Off on Boxlight Is Still Attractive
Despite a disappointing Q1, we think Boxlight is still an attractive buy as the bad quarter isn’t likely to be the harbinger of a structural problem. There was a nice uptick in gross margin, and if the growth resumes, there is a path towards cash generation exiting the year. At just over 1x sales, the […]
Tags: BOXL
Boxlight Is Like Apple For The Classroom
April 9th, 2019 · Comments Off on Boxlight Is Like Apple For The Classroom
The company is well established in a growing market with a sensible three-pronged growth strategy that delivers substantial revenue growth. While the company is not yet profitable, it’s not far off either. The company is a little short on cash, so some further dilution seems inevitable, but with a modest valuation, we don’t see this […]
Tags: BOXL