Small Disruptive Tech Stocks

[Joshuatree]

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.

[NZSilver]

Direct carrier billing - MBE
Wouldn't call it disruptive but RNT looks promising

[Baa_Baa]

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.

[Joshuatree]

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.

[Joshuatree]

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.

47c now new high after pausing of a wee while.

OVH tracking up again too , 85c(up 83% for me);have applied sir some spp @ 68c.
YNB stuck

[Joshuatree]

[QUOTE=Joshuatree;601570]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.

BPF surging up (despite a big holder dumping), through the mkt correction on big vol on no news ,currently 51c.

[duncan22]

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.

[Joshuatree]

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.

Half yearly out."The board expectsRevenue neutral to revenue positive in the immediate future" Recent spp @ $1.40 and options with hurdle rate re $2.25 i think Duncan.S/Pdrifting down atm to $1.26 from a high re $1.70's .Still in Duncan, thoughts ?, thanks JT

[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

[duncan22]

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