Can anyone tell me how/why any of the below is wrong and the current SP is literally a function of dissatisfied past investors that copped a few mishaps?
- Had a dilutive capital raise + hit with a legal case and dropped the price significantly
- Underutilizes their social angle dramatically
- Proven global scalability, haven't started EU yet
- Balance sheet to last foreseeable
- Beats targets on every announcement, Net retention rate over 100%, ACR continually increasing with their product growth
- GM increasing FY20 69%> FY 21 75%
- The legal case will end EO 23 6months after they move cashflow positive
- IP around their tech seems very legit
- This is exactly what Social capital/ The Space community would get around
- CEO is a good presenter, knows numbers, good history
- Rev/EV will be trading around 4x
- Drone enablement in the future for further EBIT expansion
- ^AI capability to do the same
Thus -
- Next announcement/ webinar 16 Feb - if positive seems like a time that it could/would turnaround
What am I missing?
Can anyone tell me how/why any of the below is wrong and the...
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