If anyone is able to tune in would love to read a summary of any takeaways.
Big runway here for EVS. A world leading product with a large value proposition to clients. Evidenced through their less than 2% churn. A very scalable software service operating in the growing ESG and IoT themes. A new industry (remote real time environmental sensing to a cloud based platform) with not many competitors. They are in a fairly narrow niche with a very large serviceable addressable market ahead for growth. Despite the relative small size of EVS they are the market leader. Evidenced through their numerous blue chip clients including the likes of RioTinto, BHP, Heathrow, Glencore, Vale, to name a few.
EVS Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)