Company Report
Last edited 5 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (72m)
-2.0% pa
Followed by
21
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bull Case
stale
Last edited 5 years ago

This stock has been heavily oversold imho. Revenue is growing despite some setbacks in Europe, NPAT is growing, margins are growing, and % recurring revenue is growing (now 87% of all revenue is recurring). With growth above 20% and continuous investment in their products, it looks set to continue with plenty of market share still available for conversion. Most of their income is from overseas, so this business will also benefit from a falling Aussie dollar.