Hi
@XGossipGoat &
@HairyRichard ,
The
Amazon & Boeing info is from the recent TechKnow conference.
We'll see if either one comes on as a (long-term) customer.
Those two aside, I suggest having a look through the iCetana website and at least the latest presentation:
https://s.icetana.com/wp-content/uploads/2019/12/ICETANA-IPO-Presentation-November-2019-v3.pdfHere is one of the summary slides:
View attachment 1905454In relation to
deals/customers/growth:
View attachment 1905466It's
day 1 of listing - yes it is not yet making a profit - if it was, it would valued a lot higher than where it is.
These stocks are
valued on potential/growth.
Video Analytics market
growth to 2023 is to
$12B at
22% per annum:
View attachment 1905475iCetana is the
world leader in motion video analytics so growth shouldn't be too hard post-listing?
Have a look at similar stocks and see how many are making profits and what they're valued at.
I remember
1PG, getting to
nearly a $1 billion market cap on about
$100K revenue.
iCetana booked
$1.6M of orders in the
10.5 months to October 2019 and is on a
great growth trajectory.
Looking forward to some of these
200+ deals getting announced in the new year.
And let's see what
Mr $300 p/day to $1.4M p/day COO can do with iCetana!
They'll be
cashflow positive/profitable before most of other SaaS peers.
Also
Market Cap,
Cash and
EV, at 20c share price are:
View attachment 1905472IMO, DYOR, etc.
Cheers,
GB.
