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!
- Forums
- ASX - By Stock
- Dubber.Dubber.Do.
As you can see with all things growth - tech stocks and crypto -...
-
-
- There are more pages in this discussion • 2,526 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DUB (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.1¢ |
Change
0.000(0.00%) |
Mkt cap ! $28.61M |
Open | High | Low | Value | Volume |
3.4¢ | 3.4¢ | 2.9¢ | $19.29K | 624.6K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 181258 | 2.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.1¢ | 29999 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 6648 | 0.031 |
2 | 162293 | 0.029 |
4 | 310000 | 0.028 |
1 | 70000 | 0.027 |
1 | 400000 | 0.026 |
Price($) | Vol. | No. |
---|---|---|
0.031 | 29999 | 1 |
0.032 | 10749 | 1 |
0.033 | 155000 | 1 |
0.034 | 819075 | 5 |
0.035 | 66666 | 1 |
Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
Featured News
DUB (ASX) Chart |