I borrowed this from https://www.livewiremarkets.com/wires/here-s-how-the-1-stock-picks-for-2022-are-tracking, very kind of them.

A little sitting on the fence, a little bruised optimism.... a smidgen of 'definitely maybe'.

'Envirosuite (ASX: EVS) 

• Fund manager: Matthew Kidman, Centennial Asset Management
• Q1 return: -31.82%

Kidman recognises that Envirosuite’s share market performance has been disappointing in the first quarter of 2022. 

"In the main, this has been due to the wholesale sell-off of tech-related stocks and, in particular those that are not profitable at this stage," he said. 

"EVS operates in 15 countries and sells intelligence software in three categories – airports, mining and water. All of these sectors require solutions and accurate data for their various pollutants and efficiency levels. That leaves EVS in a sweet spot to grow its business."

Kidman also notes the business has a well-capitalised balance sheet and doesn't require any fresh capital other than if it decides to pursue acquisitions. 

"This should see the company head into profitability within the next 12 months," he said.

"Meanwhile, the company needs to show the market that it can continue to add long term contracts while constraining costs." 

Over the next few reporting periods, Kidman will be following this stock closely to see how it tracks. But with a market cap of $188 million and a growing footprint in various growing industries, he believes the business should be able to continue to grow during 2022.'

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