FZO 3.16% 49.0¢ family zone cyber safety limited

New investor here in FZO. The model is absolutely brilliant....

  1. 2,565 Posts.
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    New investor here in FZO. The model is absolutely brilliant. Here's why

    - market leading product + brand awareness
    - management clearly growing the company both ORGANICALLY and by ACQUISITION
    - Strong performance incentives to reach 10million annualised revenue by June 2019 (about DOUBLE from current)
    - Sticky (annualised recurring revenues) - ARR's; once signed up there is no way a school is changing its cybersecurity hardware easily
    - massive growth market. Cybersecurity is going to become a duty of care task for schools and parents and take up more and more mindshare = cap growth

    With 10million ARR in the bank, high growth companies like this should command significant multiples; think Aconex/BIG... Would not be surprised to see this trading at 20-30X revenue which should be about a 2-3 bagger over the next 6 months AS LONG AS management can hit their target by June.

    Catalysts over the next few months will be guidance supporting the above.

    Best of luck to all holders.

    Cheers
    -Cali
 
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Currently unlisted public company.

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