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Tag Archives: TEUM

Pareteum’s Blowout Quarter, But Some Doubts Linger

The company is in hyper growth, although a considerable part is due to acquisitions. Given the markets for CPaaS and IoT/Smart Cities are still in the early innings. We expect […]

August 18, 2019 admin

A Few Dodgy Customers Don’t Necessarily Make Pareteum A Fraud

As management implicitly admits, the company has a few ‘dodgy’ customers, start-ups that might not produce revenues, hence not all of its $1B backlog will convert into revenues. But for […]

June 26, 2019 admin

The Short Thesis On Pareteum Isn’t Supported By The Data

Critics are making too much about Pareteum’s supposedly large problem with the quality of its backlog. Management itself implicitly acknowledges the problem and has guided accordingly. There is no data […]

May 19, 2019 admin

Our Concerns About Pareteum Were Overblown

We halved the position of Pareteum in the SHU portfolio as concerns were raised by reputable SA authors which lessened our comfort level. We have reasons to be extra careful […]

May 12, 2019 admin

SHU Portfolio: Why We Cooled On Pareteum

The company is going gangbusters and in fact the whole sector is rapidly growing. The two acquisitions the company executed recently seem a good fit. Yet the weight of evidence […]

April 17, 2019 admin

Pareteum Is Firing On All Cylinders

The company experienced an epic rally since December on very high volume, finally rewarding a company transformation. Despite that rally, the shares are still very reasonably priced at 4x sales, […]

April 7, 2019 admin

SHU Portfolio: What To Expect Of Pareteum’s Figures

After rapid growth and acquiring two companies in quick succession, we get an updated view where the company is heading. We think this is not yet an earnings story even […]

March 16, 2019 admin

Why Pareteum Can Be A Multi-Bagger

The company is operating in a fast-growing market with a SaaS business model that we and Wall Street love. The company has exploded organic growth, customers and backlog, and the […]

March 6, 2019 admin

SHU Portfolio: Performance Update And Where We Would Add

Nearly 40% up after less than 17 months, we can’t complain, especially with the couple of triple-baggers in the portfolio. The Chinese stocks have disappointed though, and Nano Dimension waited […]

February 25, 2019 admin

We’re Buying Pareteum, Here Are 5 Reasons Why

The company’s organic growth is in triple digits and its backlog keeps accumulating nevertheless. Two acquisitions will produce plenty of synergies, cross-selling opportunities, and a more compelling platform. Despite the […]

February 1, 2019 admin

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