Forum Topics GTH GTH RightCrowd dead or alive
AlphaAngle
Added 4 years ago

Has anyone seen any public analysis or discussion of RCW after recent results? Some quality shareholders on the register at much higher prices and I'm curious as to what people are thinking generally about the long term thesis now. Obviously sentiment is pretty rubbish currently but piques my interest as a potential opportunity.

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ArrowTrades
Added 4 years ago

I like those situations as there is one good angle to watch for and that is are those quality shareholders buying more stock?


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Rapstar
Added 4 years ago

I don't think they ever shot the lights out to be honest. They had one outstanding quarter (Q2 2021), and revenue growth has been on the slide ever since.

ARR fell last quarter, and customer churn increased to 8.7% (apparently contact tracing / presence control was the main contributor to churn). Revenue growth could potentially evaporate given the high churn.



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