Just resurfacing the April roadshow presentation which gives a good overview of the business and it's already commenced growth into new aged care, hospital, hotel etc verticals.
. Real revenue ~$20m FY16 on recurring 'content as service' model growing +40% (reported) vs $11m EV - CHECK
. Latest figures on website (not yet reported) indicate +80% rooms for this fiscal year (21k to 38k) - CHECK
. CASH FLOW POSITIVE and capital raising oversubscribed - CHECK
. Exclusive deals and preferred distributor relationships with leaders like Foxtel, Telstra and Optus - CHECK
. Big name current customers like BHP Billiton plus very recently won awards in new distribution channels - CHECK
. Market leader in current distribution (over 20% market share) and PROVEN expertise & product - CHECK
. Hot sector with real headwinds i.e. tech, VOD (product), ageing populations and hospitals (Distrib) - CHECK
. Exponential growth ("fast track expansion" into new channels, intl regions), already proven and ongoing - CHECK
. Happy customers = good product, 93% contract renewal, 97% contract retention, 91% tender success - CHECK
. Currently pursuing multiple new deals inc hospital deal in Asia that would grow business quadruple alone - CHECK
. Tight register and low shares on issue, incredibly low peer valuation (for now) - CHECK
. New owners with track record of founding and building business worth $200m+ and $1b revenue - CHECK
. Original founders still involved and high skin in the game - CHECK
I could go on and on about this one.
Don't think i need too! Happy reading.
http://www.swiftnetworks.com.au/wp-..._2016_Roadshow_Swift_Networks_Acquisition.pdf
