Treasure Hunting

Treasure Hunting

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Treasure Hunting
Treasure Hunting
A boring microcap at an inflection point
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A boring microcap at an inflection point

After years of stagnant earnings, this company is now positioned for growth

Sebastian's avatar
Sebastian
Sep 26, 2024
∙ Paid
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Treasure Hunting
Treasure Hunting
A boring microcap at an inflection point
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Welcome to the third deep-dive since going paid. Here is an overview:

  • Stable, recurring service revenue plus future growth from its product segment

  • Huge contract and acquisition will boost near- and midterm earnings, giving the stock a P/E of 5 for 2025.

  • The downside is protected by conservative management, a clean balance sheet and a cheap valuation.

With that being said, let’s dive right into it.

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