Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (49m)
-0.2% pa
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#Bull Case
stale
Added 4 years ago

AMS is well positioned to recover from its covid induced share price slump due to;

a) its reduced cost structure,

b) healthy balance sheet, low debt

c) deepening technological moat in relation to the expansion of its Prores RAW recording ecosystem, combined with

d) its ever expanding addressable market (NEON Cinema Series, Adobe Premiere support for Prores RAW, Timecode sync functionality, low cost Shinobi range)

e) growing demand in a COVID world for professional content via platforms such as Netflix or live streaming of events etc is likely to translate into heightened video production demand in a post covid world.
 

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