From a recent LiveWire 'Buy, Hold, Sell?' David Keelan from...

From a recent LiveWire 'Buy, Hold, Sell?' David Keelan from Ellerston and Andrew Peros from Ausbil :

Ally Selby: Last up today, we have Qoria, which is a stock I've been hearing a lot about lately. A lot of fund managers are liking it right now. It's the old Family Zone business focused on cyber safety for kids. Its share price is up around 105% over last year. David, last one for you today, is it a buy, hold or sell?

David Keelan (BUY): It's a buy. We've been here a very long time. We have a small position that is growing. Right now is the best shape of the company we've been in. We're probably short tech at the medium-size end of the market at the moment. You've got 120 million ARR, which is huge. It's a global business with legislative tailwinds, the balance sheet is strong, free cash flow is growing. As I said, the best shape it's been in there a long time.

Ally Selby: Andrew, does this one pass your filters? I don't think it's making any money yet. Is it a buy, hold or sell?

Andrew Peros (BUY): It's a buy for us. We do see a pathway to profitability. I agree with David. It's operating in a part of the market that people really like and are attracted to. It's hit that free cash flow inflexion point. It is expensive, but I think it's going to grow into that multiple really quickly. And look, Ally, if we're sitting here in two years still talking about Qoria, I'd be very surprised. I think it's a takeout target, so hence why it's a buy for us.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-of-the-asx-s-fastest-growing-small-caps