Forum Topics KTG KTG Thoughts on this one?
Hackofalltrades
Added 4 years ago

Just saw the interview on small caps - seemed interesting, though competition/copying from the CCP seems to be potential weaknesses  - any thoughts on this one? 

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CanadianAussie
Added 4 years ago

I had a look awhile back and the financials were not attractive. From memory, I believe they have company options available.

Their welding as a service (WaaS) revenue model is interesting; I believe they loan out the equipment & charge by meter welded (but double check this as I could be incorrect). Be mindful of your circle of competence with this one. Their machine, while incredibly fast & efficient, can only weld certain styles and this is probably where you'd need to figure out if the addressable market for this particular style of welding is attractive or not & if there's product market fit.

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