Investor 901. In you post you compared AL3 to W2V and you made some disparaging comments about W2V. So let’s compare the two.
AL3 v W2V
I have noticed that the market has got all excited about AL3 because of the fact that “Next Investors” has written it up as their “Tech stock of the year”
Let’s compare AL3 to W2V.
Both are technology companies
Both IPO’d into 2020
Both initially had a huge price run then the market got bored with both.
Both have seen revenue rise nicely.
But AL3 now has a EV of $60m v W2V EV of $5m
Both have enough cash to implement their strategy.
Both have HUGE blue chip clients. Eg Tick Tok , Pizza Hut,Footlocker,EY,Siemens etc
Both have an expansion strategy that is rapidly gaining traction.
Both have a technological advantage that their clients must have
Both are moving into complimentary businesses which will speed their growth.
SO WHAT IS THE DIFFERENCE?
One has been discovered by Next Investors and one has not. But what if it was ????
I am a holder in W2V. DYOR .No guarantees but I would look at the upside and downside of both and do some weekend reading.
I have said that I think this stock is a 20 bagger many times. Thus far it hasn’t happened but one day it will be discovered and watch out if you are not LONGGGGG.
Cheers
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