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The shares once again exploded higher on an astonishing volume of 315M shares, which is 43x its average. The direct impetus seems to be some kind of deal with Samsung, but festivities seem highly premature before details of that deal are spelled out. While the company could stem its history of losses with the proposed […]

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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 […]

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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 […]

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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 […]

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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 […]

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