Some very preliminary thoughts:
- Second half platform revenue quite disappointing ($9.8M vs $10.4M PCP);
- Second half project services revenue very strong ($7M vs $3.9M PCP);
The absolute highlights, which are why I remain a committed investor:
- The cost outs are more than I expected, and are likely to turbo charge EBITDA growth from here.
- The new offerings (RiSE+), new acquisitions and new signings are likely to result in an acceleration in revenue from here.
- Janison, despite Covid and other problems, has managed to more than double gross profit every 2 years. I see this continuing, and with the new cost outs, I see very rapid profit growth, even with so-so revenue growth.
- Imagine what can happen if they hit their straps and revenue accelerates (I think this likely).
Some very preliminary thoughts:Second half platform revenue...
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