-
Share
498 Posts.
20
10/02/19
15:09
Share
Hi Crystal
I just entered this stock for a couple of reasons:- The story is great, I really love it. Now I have to keep checking that story
- The tech aspect makes me much more comfortable analysing the company employees skills
- Not a penny stock, this is why the company came on my radar. Less risk, lower returns but I am cool with that
- Better management team with strong business acumen, much better than the previous one
- I bet that they will break even this year, I am willing to be wrong, and I probably will
- In my views, the balance sheet is still not there but seriously improving
- Strong buy from insiders and at a high price for some.
Things to keep an eye on:
- Deploying in multiple markets, always hard (UK and US)
- A competitor that develops a first class tech company in the same space, because let's face it BID is not there yet
- Their people, they have been to many changes lately, talent retention is key
- Slow or non-existent exploration of new applications, there is much more than energy bills
- Adoption by the retail market; to grow there I think they will need to get new skills soon, for example, serious product design skills
- Distributing dividends, I hope to never see this ever in the next 10 years
- CR coming, no doubts.
-