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clock Created with Sketch. 04/02/21
13:12
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Originally posted by Paccman:
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For the third time, Ill try and keep ths on-track. GTK has solid recurring revenue from lumbering giants including utilities and airports. They compete with behemoths like Oracle and SAP. They sell the sort of software that costs tens of millions of dollars and years of disruption to replace so the customer base has very little churn. They'll be hit on the project revenue front by COVID but the recurring revenue base of approx $90M is most likely solid. Potential upside from here is 300% if they stay nimble and get back to closing new deals after COVID is done with. Someone said that if your position isnt the same value as your car then you arent doing it right so Im in for a car's-worth.
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best it has looked in a little while.
(20min delay)