Own MDR on that list.
Others i rate would be:
PTR: Given how labour intensive recruitment matching can be, I see machine learning and algorithms infiltrating the HR sector more and more and Gooroo looks like a very sound acquisition to me, with a low proforma mc and three year partnership with Microsoft recently inked, which will bring big traffic/awareness and credability.
http://www.startupdaily.net/2016/05...el-expansion-india-canada/?platform=hootsuite
PML: The Veriluma tech can be integrated into outcome critical decision systems and the breadth of potential clients is very large. Recently awarded "Cool vendor" status from Gartner, which is quite a nod of approval.
http://blogs.gartner.com/jim-hare/2015/10/04/tech-providers-why-you-should-become-a-cool-vendor/
MEY: great little piece of mining tech but hugely illiquid (12M fpo) and almost impossible to get a meaningful holding in. Has since taken off, on the radar.
SMN: a company with a huge mote and the potential for very large annuity style revenue with multiple US majors. Sitting on LT support line, will be interesting to see what happens next.
RFX: very expensive imo but perhaps price is leading news and the tech is outstanding and will gain strong market share over the next few years.
RFT: have discussed before in the STT Comp. Didn't move until about 5-6 weeks later but now up round 70%. Right space, right products. Profitable.
A few interesting RTOs in the relisting process that will trade again at various stages: BUR, PWW, CRQ, AJR, LTX.
Plus some of the ones people have already mentioned.
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