shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Transformation At CalAmp

September 7th, 2020 · Comments Off on Transformation At CalAmp

The company is slowly shifting from a hardware-orientated business towards a more subscription and SaaS-based business model. LoJack US especially has some way to go here, due to the legacy network. Management is taking many useful steps which are likely to pay off in the medium term, but it first has to navigate a resurgence […]

[Read more →]

Tags: CAMP

CalAmp Shares Are Down, But Certainly Not Out

January 14th, 2020 · Comments Off on CalAmp Shares Are Down, But Certainly Not Out

The company’s figures are buffeted by a series of transitory effects, from acquisitions to network transitions, tariffs, closing factories, supply-chain changes and what not. Under the hood, hidden by these headwinds, the company is increasing its SaaS business which generates higher margins. We believe that most of these transitory headwinds will gradually lessen going forward […]

[Read more →]

Tags: CAMP

CalAmp Is At An Inflection Point

July 1st, 2019 · Comments Off on CalAmp Is At An Inflection Point

CalAmp’s telematic business has been beset by supply chain issues and purchasing accounting, but these headwinds should wear off during the rest of the year. That will lay bare the underlying shift to a more SaaS-based business model, producing more recurring revenues, higher margins and opening up new revenue streams. Management argued that Q1 was […]

[Read more →]

Tags: CAMP

An Opportunity In CalAmp Has Opened Up

October 17th, 2018 · Comments Off on An Opportunity In CalAmp Has Opened Up

The company is slowly but steadily increasing the SaaS recurring portion of its revenue, boosting growth and margins. While the company still sells mainly hardware which is only growing a bit, it does serve as a platform for selling their SaaS solutions. The shares have done nothing this year and aren’t expensive, especially given the […]

[Read more →]

Tags: CAMP

CalAmp Has A Considerable Runway

April 19th, 2018 · Comments Off on CalAmp Has A Considerable Runway

After moving sideways for the 5 months since we first wrote about the company, we think things are looking up again. The company will benefit from a growing market, which will get a new impulse from 5G. Added (SaaS) services and increasing revenue will improve margins. There are a couple of temporary factors muddying the […]

[Read more →]

Tags: CAMP

Telematics Is Hot And CalAmp Has Multiple Growth Avenues

December 7th, 2017 · Comments Off on Telematics Is Hot And CalAmp Has Multiple Growth Avenues

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 […]

[Read more →]

Tags: CAMP · INSG · MIXT