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PAR Technology Is Surviving The Pandemic Impact

May 24th, 2020 · Comments Off on PAR Technology Is Surviving The Pandemic Impact

The pandemic turned out to be not the great disaster for PAR Technology that investors had feared. In fact, when all is said and done, they might even emerge in a stronger position at the other end, as competitors struggle more. But in the meantime, while they still have plenty of cash, the company is […]

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The Crash In PAR Technology Is Overdone

April 7th, 2020 · Comments Off on The Crash In PAR Technology Is Overdone

The shares of Par Technology crashed from $34 to below $10 in short order on the worsening pandemic shutting down much of its customers. However, there is some compensation from Drive Thru and delivery, and a case can be made that restaurants now need a sophisticated POS system more than ever. The company was also […]

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Par Technology Is Our Top Pick

November 13th, 2019 · Comments Off on Par Technology Is Our Top Pick

The company is a curious combination of businesses: one that sells defense stuff mostly to the government, the other two sell POS hardware and software to restaurants. It’s the POS SaaS software platform Brink that is the jewel, and new management coming in has recognized that, changing things for the better. Brink has multiple growth […]

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Unimpressive Quarter At PAR Technology Corp.

August 31st, 2019 · Comments Off on Unimpressive Quarter At PAR Technology Corp.

Another quarter with losses, considerable revenue shrink, and without an acceleration of growth in its Brink SaaS software. Management argues that the groundwork has been laid for accelerating growth from Q4 onward. We still think the patient investor will be rewarded, but it seems that it’s going to take a little longer for things to […]

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PAR Technology Is Transforming Into Something Much Better

May 31st, 2019 · Comments Off on PAR Technology Is Transforming Into Something Much Better

The company almost hid a booming SaaS business, but under new management this is changing and it’s given a big boost. Brink, which is cloud POS software, is one of the most flexible solutions on the market with a large and growing ecosystem of add-ons. It benefits not only from adding customers and installations, but […]

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PAR Technology’s Valuation Gap Remains Undiminished

March 29th, 2019 · Comments Off on PAR Technology’s Valuation Gap Remains Undiminished

While headline numbers could lead to the conclusion that PAR Technology is moving backwards, the reality underneath the hood is quite different. Brink, the company’s POS cloud system, is growing rapidly and is vastly underappreciated and undervalued, in our view. New management seems to have a new sense of urgency to develop Brink, which is […]

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Valuation Disconnect In PAR Technology

August 31st, 2018 · Comments Off on Valuation Disconnect In PAR Technology

The share price exploded whilst revenues and profits evaporated, but we think the shares could still be significantly undervalued. The company has a gem of a SaaS business that is growing like weed and will probably continue to do so for quite some time. A private financing deal at a competitor shows what kind of […]

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PAR Technology’s Emerging SaaS Businesses Could Be Gems

July 8th, 2018 · Comments Off on PAR Technology’s Emerging SaaS Businesses Could Be Gems

The shares of PAR Technology have doubled in less than half a year. Based on the aggregate numbers, there is nothing to warrant such a rise; in fact, one could say quite the contrary. However, beneath the surface there are two growing SaaS businesses which could develop into little gems. The company doesn’t make this […]

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Can PAR Technology’s Share Rally Be Sustained?

April 11th, 2018 · Comments Off on Can PAR Technology’s Share Rally Be Sustained?

After a period of mismanagement, the company is emerging with the first results of a new management, an acquisition, and a new strategy. The first results are encouraging, with significant pockets of high growth emerging. However, there is fairly little certainty on whether this can be sustained or what the consequences for earnings and cash […]

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