Company Report
Last edited 3 years ago
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#Bull Case
stale
Last edited 3 years ago

Martin Filz will be presenting at the ASA on 11/11.

https://www.australianshareholders.com.au/webinars

On the back of strong QoQ numbers, this one won't be under the radar for much longer.

It's got the potential to be a major multibagger. Unlisted peer Quantium has a circa A$800m valuation, and Dynata has a circa US$3b valuation. Pure profile has a current market cap of $78m, even after yesterday's pop.

Either way, this is a high growth turnaround that is looking to gobble up smaller players, or a future acquisition target for one of the larger ones.

Disc: Held on SM and IRL

#Financials
stale
Added 3 years ago

Pureprofile is very much an under the radar microcap that deserves a place on a growth oriented watchlist, if not a portfolio. Essentially a big data informed market research play, I've been watching the numbers for a while and am ready to jump in. Also looks like some instos have been buying with decent volumes in recent weeks, which apart from pushing up the price, gives me confidence to open a starting position.

Perhaps long forgotten as it has crashed from it's listing price of $0.40 in 2016 to being a penny stock today, new CEO Martin Filz seems to making the right noises with notable global expansion.

Numbers look impressive. Revenues stable and growing with no apparent COVID slow down, net profit and EBIT heading in the right direction from substantial losses to a small profit with decent growth forecast, and beating guidance a few quarters running.

It's currently trading on 1.5-2x FY21 revenues which makes this too much of an opportunity to ignore.  

Disc: Held.