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Zyber Customer Validation:
Telus (Market cap $26b) is a Canadian national telecommunications company that provides a wide range of telecommunications products and services including internet access, voice, entertainment, healthcare, video, satellite and IPTV television.
Competitive Landscape with Dropbox & VM Ware:
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Comparison with other ASX backdoor listed tech stocks:
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I calculated average for currently fully dilute market cap that give you current valuation after retracement from their peak valuation.
Average
currently fully diluted market cap:
- Average for all 14 backdoor listed stocks:
$148m
- Average for 11 backdoor listed stocks (Excluding those more advanced players: 1PG, MIG & ZIP):
$75m
Average
Highest fully diluted market cap:
- Average for all 14 backdoor listed stocks:
$211m
- Average for 11 backdoor listed stocks (Excluding those more advanced players: 1PG, MIG & ZIP):
$147m
The one common finding is that all of those backdoor listed stocks rose between 100% - 1573% over the closing price upon initial acquisition news.
Trading Activities:
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The duration from initial acquisition news to the highest share price, is between
12 and 29 trading days.
Some Charts:
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Broker data for the first day of the acquisition news:
The broker data for the initial response was similar to other backdoor listed stocks especially AWD & AZK:
State One &
Wealthub were main buyers after the retailers.
Price History:
AWD: 8 July 2015 VWAP:
0.72c - 17 August 2015
high 4.8c
AZK: 18 March 2015 VWAP:
5.2c - 28 April 2015
high 62.5c
DUO: 2 September 2015 VWAP: 1.42c
Broker data for the day upon the acquisition news:
DUO (2/09/2015 VWAP: 1.42c):
AWD (8/07/2015 VWAP:0.72c):
AZK (18/03/2015 VWAP: 5.2c):
Duration from initial acquisition to final relisting:
Generally between 4 - 6 months for backdoor listed stocks.
DUO indicates approximately 2 months.
