No bad intentions. My concern is that HTG don’t have a unique offering but there is a narrative that they do and I am at odds with that narrative. Talk of unicorns and high margins don’t come with much analysis.
Hardware providers are sharing it with anyone. ASTM, Inmarsat, RealWear are all pimping their hard stuff to anyone that comes along, HTG included.
Can HTG control its market? No I don’t think so. It’s a dynamic space to play in and millions and billions are spent to gain market share with small margins.
Is HTG a bad investment. No I don’t think so. But it won’t be that unicorn that many expect, imho.
HTG says Industrial Grade Connectivity. Perhaps that will come with Industrial Grade Investor Returns.
Happy to be wrong.
Ann: HTG to acquire US based SaaS company SnapSupport Inc., page-23
Add to My Watchlist
What is My Watchlist?
