2022 IHR Discussion, page-4

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98 Posts.

10/01/22

13:07

Post #: 58750335
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Originally posted by DavidCall: ↑

Agreed M444.
- International growth(50% International)
- Amazing products customers love
- Extremely low churn
- Engineering focus on AI and analytics. Meaning the more customers they ad the more powerful the analytics are for the entire customer base.
- Winning globally recognised Enterprise accounts like KFC and Fujitsu
- Land and expand account acquisition strategy
- Large and growing partnership ecosystem providing inflow of qualified leads.
- Partnering with companies that enable them to win accounts that cover the entire enterprise technology stack.
- Significant growth trajectory close to hitting one mill in AAR per quarter. It took them five years to hit 2 mill prior to Bevan Slattery’s investment.
- Our 2nd largest shareholder is Bevan Slattery Australia’s most respected and successful technology entrepreneur and investor.
- Cintra partnership expected to bring in 8 mill in AAR. Partnership ahead of expectations after first enterprise win.
- Chairmen has stated Cintra will represent a model for future partnerships. For example 2 more partnerships like Cintra will bring in potentially 24 mill in AAR. This is not including direct sales force and ecosystem AAR growth.
- Partnerships reduce head count direct sales costs and therefore cash burn.
- Winning Enterprise accounts against global giants like Workday speaks volumes for product credibility.
- Extremely competitive price point. Larger competition can’t compete on price due to the nature of SAAS fixed price model. To compete that Wouk the need to cannibalise entire customer base..
- Market cap 67 mill. Conservatively we will hit 10 mill AAR this year. SAAS companies are typically valued at 10-15 x AAR. 10 mill AAR should give us a market cap of at least 120mil.

If you invested today I can’t see how you wouldn’t at least double your investment in the next 12 months. This doesn’t include the likely new partnerships like Cintra which would put a serious rocket under future share price growth.

GLTA

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market is expecting a good result looking at the action today.

IHR Price at posting: 22.5¢ Sentiment: Buy Disclosure: Held
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2022 IHR Discussion, page-4

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