DTS 6.25% 21.3¢ dragontail systems limited

Hi,I just wanted to make you aware of a differentiation that...

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    Hi,


    I just wanted to make you aware of a differentiation that Julia Lee from Bell Direct usually applies when evaluating a stock and in particular a start-up.


    She classifies business in either ideas or revenue generating businesses.


    There are a lot of tech companies (I follow around 50) and most of them have great ideas and business concepts  (TV2, DRO, NOR, KNM and so on). The problem with most tech upstarts ...they struggle to monetize their business ideas. So Julia stays clear of those businesses.


    On the other hand there are companies that were able to get into the stage where they fall into the revenue generating and most times highly profitable category. (Atlassian, JIN, KGN ...)


    It looks at the moment that DTS still falls under the first category and is under the radar by investors such as Julia. 


    The company has the contracts and needs to get to the stage where it is cash flow positive to get onto the radar in investment analysts.


    ( I think this is what Ido meant when he said that the company is at an inflection point last year.)


    Let's see that upcoming announcements confirming this. I am confident that DTS is one of the few tech companies that reach investment stage and beyond.


    K



 
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Currently unlisted public company.

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