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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]