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Small Disruptive Tech Stocks
There are plenty on the ASX, some are doing really well e.g. OVH,BPF CM8, ENZ .With the use of the Cloud increasing hugely and APP based solutions ,Intranet, M2M(machine to machine comms), IOT (internet of things)there is a lot going on and a sector not to be ignored in the years ahead.Im hoping we can all share our ideas here to bring companies of int to each others attention and derisk and make some moolah. Im a bit of technophobe but believe this is a sector not to be ignored.. Thoughts and ideas welcome here.Im holding CM8,OVH,BPF,YNB atm and will post bits about them and others when i have more time/focus.
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Direct carrier billing - MBE
Wouldn't call it disruptive but RNT looks promising
Last edited by NZSilver; 20-12-2015 at 07:24 PM.
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Here's a couple to kick things off.
CL8 - Collaborate Corporation, in the Person to Person (P2P) space joining up renters with people who have unused items to rent, Cars - DriveMyCar, Caravans - MyCaravan, General items - Rentoid. Along with FundX - a Fintech invoice finance/discount platform. And PeerPass - a trust platform for P2P transactions. I think they're doing well and have a bright future.
BRN - BrainChip, an 'out there' speculative punt on a hardware only self learning (AI) chip technology, promising extremely fast massively parallel processing (like a human brain). If it takes off, they will licence their tech to large technology chip manufacturers for CPU, GPU and the like.
CM8 as mentioned by JT looks promising as well.
There's plenty of others, if this thread takes off I'll post a few more, but bear in mind that like the NZX, the ASX doesn't really understand tech companies and consequently SP's are often way under or way over valued with no rational reason either way. I think that apart from the occasional meteorite ASX tech, which there will be from time to time and is subject to active trading interests, the tech sector in general is best approached as highly speculative. Diversifying with modest investments over a range of emerging technologies with a 5-10 year horizon will see some punters with patience do very nicely indeed. Jmo.
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BPF recco by The Bull
"Providing end-to-end managed cloud services, Bulletproof is well positioned in a fast growing sector. It will benefit from a growing number of enterprises taking their business to the cloud. Recurring revenue provides income stability. Management has a favourable track record in the internet and software industry and are major shareholders in the company.
My entry was re 30c currently 41c DYOR.
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Member
SMN - structural monitoring systems for aeroplanes that save airlines a lot of money from manual inspections for cracks etc. Just got FAA/Boeing approval today after 10+ years and should be some big deals coming soon with Delta and other airlines.
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Really int thanks duncan.Are you a holder and any background you care to share.?Up 23% today and up 100% since Dec 1st, hope you've enjoyed the ride. Under my radar and many others, congrats.
Delta/Boeing /FAA in Flight Programme- Important Conclusion
Download Document
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Member
Originally Posted by Joshuatree
Really int thanks duncan.Are you a holder and any background you care to share.?Up 23% today and up 100% since Dec 1st, hope you've enjoyed the ride. Under my radar and many others, congrats.
Delta/Boeing /FAA in Flight Programme- Important Conclusion
Download Document
Bought at 42c, 73c and again today at $1.24 - I see it as derisked now and surprised at the jump today, expected more - my biggest holding by far - not planning to sell for quite some time.
Here is some good reading: http://www.smsystems.com.au/_content/documents/926.pdf
And this presentation: http://www.smsystems.com.au/_content/documents/932.pdf
Last edited by duncan22; 21-12-2015 at 10:25 PM.
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Excellent and thanks for those two good reads; lots to like
"Toby Chandler, SMS Managing Director, added: “It is extremely gratifying to finally achieve this
outcome – an outcome which now truly enables SMS to become a highly relevant, and
singular, global leader exploiting the significant opportunities applicable to
CVMTM
in the global
aerospace industry. After many years of consistent focus, technological evolution and strategic
re-positioning we have finally achieved the end-game that we have always envisaged for
We now look forward to capturing the huge market potential that exists for SMS, our
shareholders and our valued industry partners. We especially thank Delta and Sandia for their
support, focus and shared belief in the significant commercial and disruptive characteristics
existing with our unique technology”.
A snippet about OVH
LUMINOUS lights up wealth planning
Faster transaction times for clients. A big-picture view of client wealth assets in one central location. That's what the powerful new next-generation OneVue platform called LUMINOUS offers to advisors, industry super funds and accountants.
Built by OneVue and launched in September after 18 months of development, LUMINOUS, a wealth management technology which saves time and money, helps advisors get ahead of rivals and boost their attractiveness to new client segments. With advanced super and SMSF tools, LUMINOUS has two separate interfaces – one for consumers and the other for advisers - to manage non-superannuation wealth across 800 managed funds, property, term deposits and more.
Using LUMINOUS can improve compliance, deepen relationships with referral partners such as accountants and reduce time spent on follow-ups and queries. With a fresh and innovative dashboard that acts as a powerful workbench, the program frees up advisers so they can spend more time with clients.
Holding from 46.5c now 77c, spp in progress @68c
Last edited by Joshuatree; 22-12-2015 at 09:07 AM.
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Cheers duncan I like the look of SMN! see what happens today, looks like it will open on a new high. Better late than never...
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Anyone looked into HZR? - a recent IPO, I tried to purchase on ASB platform, they said it was not available.
Hazer Group Limited (HZR) is commercialising the Hazer Process, a novel low cost graphite and hydrogen production process developed by researchers at the University of Western Australia
Could be disruptive?
Last edited by penn; 22-12-2015 at 04:37 PM.
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