Nanocap software company with accelerating revenues (+66% LTM, record backlog), solid tech, terrific unit economics (~70% incremental EBITDA margins) and just 2% TAM penetration; $9/share target
It's interesting to note that the largest stakeholder of the IR project in Osaka is MGM. Should their product be selected, in effect, that is MGM greenlighting Casino Trac.
Great write up. Any reason for slowdown in revenue growth for the coming years? Is that just to be on the conservative side? What is your opinion on the decision to issue a dividend instead of investing back into the business such as in the sales department to amplify growth. As you stated above the quote from a former sales person, if tabletrac invested more in marketing and sales the growth could be huge, do you feel the CEO is just a bit too conservative?
Amazing write up.
It's interesting to note that the largest stakeholder of the IR project in Osaka is MGM. Should their product be selected, in effect, that is MGM greenlighting Casino Trac.
Great write up. Any reason for slowdown in revenue growth for the coming years? Is that just to be on the conservative side? What is your opinion on the decision to issue a dividend instead of investing back into the business such as in the sales department to amplify growth. As you stated above the quote from a former sales person, if tabletrac invested more in marketing and sales the growth could be huge, do you feel the CEO is just a bit too conservative?