BTH 4.17% 11.5¢ bigtincan holdings limited

Ann: Half Year Financial Report and Appendix 4D, page-39

  1. 10,565 Posts.
    lightbulb Created with Sketch. 1233
    Its the whole small tech space thats one massive buy opportunity to my eyes.

    As for the product. Sales could top out at $150m in the short term; some have it meandering around $150m for years which is pressuring the share price as lack of growth visibility - but thats just short sightedness. OPEX have jumped significantly and that needs to be sorted out.
    Its a cashflow positive business and potentially to be a significant cash generator if OPEX is pushed back to historical norms from currently $120m to $50m where it was two years ago.

    The A.I has potential...but thats deep learning and thats fine - but potential for product upgrade to make it automated. They already have a great headstart in the space and in a great spot to improve the product further,
 
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