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Company Report
Last edited 5 years ago
PerformanceCommunity EngagementCommunity Endorsement
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#Bull Case
stale
Added 5 years ago

On most recent 4C, progress has been steady. New partnerships in UK are staring to bear fruit and bigger partnerships have been inked. The graphs all heading in the right directions with cash flow positive in immediate future and hopefully enough funds after CR to get through to that point.

Very cash light business, incremental costs are minimal now platform built. Ideal looking SaaS.

Tailwinds are strong. (competition also, and SIS is a minnow)

TAM immense.

Looking forward to EOFY report to get some idea of useful metrics to be able to judge things a bit better

#Bear Case
stale
Added 5 years ago

Hard Brexit, the whole UK explodes in flames and all the little IoT devices go up in smoke.

Metaphorically