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!
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Last
4.1¢ |
Change
0.002(5.13%) |
Mkt cap ! $36.87M |
Open | High | Low | Value | Volume |
3.8¢ | 4.4¢ | 3.8¢ | $116.5K | 2.786M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 786997 | 4.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.4¢ | 26977 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 786997 | 0.041 |
2 | 560000 | 0.040 |
2 | 290000 | 0.039 |
2 | 263421 | 0.038 |
3 | 108567 | 0.037 |
Price($) | Vol. | No. |
---|---|---|
0.044 | 26977 | 3 |
0.045 | 65000 | 3 |
0.046 | 20000 | 2 |
0.047 | 34000 | 3 |
0.048 | 21168 | 3 |
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