The exec summary of the report is as follows-
MP1 has a competitive advantage - being a combination of first mover, network reach, pricing and agility which is difficult to replicate.
So they have a "moat"
There are key trends driving significant tail winds for them - SASE evolution and compute redistribution ( move from corporate IT teams from centralised strategy to distributed /edge )
Macquarie spoke to five of their primary channel partners making up 75% of their SD-WAN market and the feedback was positive about their offering.
The exec summary of the report is as follows-MP1 has a...
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Last
$11.59 |
Change
-0.340(2.85%) |
Mkt cap ! $1.848B | |||
| Open | High | Low | Value | Volume |
| $11.85 | $11.85 | $11.59 | $29.62M | 2.523M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1858 | $11.58 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.60 | 2357 | 2 |
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| Last trade - 16.10pm 18/07/2024 (20 minute delay) ? |
| MP1 (ASX) Chart |