I recently had a fresh look over bigtincan having invested in it...

I recently had a fresh look over bigtincan having invested in it in the past and sold due to high cash burn rate. Some things you could be missing:

High and deteriorating customer churn rate
Most of the growth was acquisitive, Brainshark was a big acquisition
Unprofitable & cashflow negative at a time when many businesses are cutting back their marketing budget

Agree that it's cheap, could be good value if they achieve breakeven as forecast, saving grace is that they have a solid cash pile and market leading product in their niche. Seems brainshark is also showing a lot of growth since being acquired so at what point do you call that organic? Food for thought

GLTAH