Dubber.Dubber.Do., page-5842

As you can see with all things growth - tech stocks and crypto - baby is being thrown out with the bath water until some value / defensiveness is shown.

They have a wider asset base now (customers engaged, telcos billing and some foundation deals) so growth should be significant - maybe a good quarter last quarter and then compelling from here in.

I think Dubber are fairly disciplined at not releasing sugar fix news. Waiting till end of month for quarterly is painful but shows management comfortable.

$100m plus in cash is worth a lot in this market. Not sure what happened to M & A but as can be seen - prior targets were happy to accept script - seeing the potential of Dubber.

Advertisements on linkedin show this is a company growing!

If the share price falls much further then I supect someone may come knocking and try and take advantage.

Uncomfortable times but luckiy this stock is not margin lendable so keeps people out of trouble!

Overall questions are:
- is there a need for call recording
- could MS, Cisco etc built their own solution - answer yes but they took Dubber
- is there a large target market - yes - if all we got we got was compliance call recording in Europe, could probably build a profitable business
- can they run out of cash - with money in the bank and IBM debt being cleared at $2m per quarter - cash flows should be relatively healthy - albeit funding growth

Another year from now - ideally at $80m - $100m ARR - this is assuming a bulky acquisition and several more foundation deals!