SE1 2.53% 8.1¢ sensera limited

Well summarised. I believe sales to Smartbow will grow...

  1. 2,742 Posts.
    lightbulb Created with Sketch. 168
    Well summarised. I believe sales to Smartbow will grow significantly over the next year or so as they push it to the North American farms. Thousands of farms - that’s massive.

    Moving to a SaaS model is also critical - I understand that the platform which offers analytics is scheduled to be completed by year’s end. That will give us recurring revenues via the existing client base.

    60% margin - that is also critical and very healthy. Working with margins like this will give Sensera the ability to really expand.

    I also think we have the right management team on board now and they are all bullish on the current state of the company. This will only grow from here and I’m expecting a huge re-rate when the figures support the potential of the space which Sensera are in.
 
watchlist Created with Sketch. Add SE1 (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.