A telematics company with a world-wide presence and a couple of recent big customer wins. We see several more growth drivers for the future. However, 2017 had tough comps, so optically it looks like growth is decelerating, and the shares have already rallied 50%+. Still, the shares aren’t that expensive, and we also compare them […]
Entries Tagged as 'MIXT'
December 7th, 2017 · Comments Off on Telematics Is Hot And CalAmp Has Multiple Growth Avenues
November 27th, 2017 · Comments Off on MiX Telematics Is Accelerating
This SaaS fleet tracking company had a rough 2017, but it is emerging renewed and firing out of all cylinders. Revenues, ARPUs and margins are all growing and we don’t see this stopping in the near term. Indeed, management increased guidance and the shares are still not expensive. Source: MiX Telematics Is Accelerating – MiX […]