Small Disruptive Tech Stocks

[Joshuatree]

I'm still happily holding JAN and SCL and newer company )PPL Pure Profile ,up 17%today
https://hotcopper.com.au/threads/6537365/

[percy]

I'm still happily holding JAN and SCL and newer company )PPL Pure Profile ,up 17%today
https://hotcopper.com.au/threads/6537365/

The reason SCL has fallen away is because I bought in last Friday at 1.2 cps, after noting both Harley Grosser's Capital H Management,and DMX were holders.
PPL I had an exciting run buying in at 3.4cps on 8/9/21 and selling at 8.3cps on 10/11/21.
Never held JAN and sold KME years ago.
Trying to understand CF1.Had a bid in at 9.1cps,but pulled it after the boat set sail.Not high conviction so will not chase,which means it will go gangbusters.
Two of my miners HLX and MLM put out positive announcements today.
AFL held by DMX and Westferry looked a lot stronger today,at long last.lol.

[bullfrog]

I'm still happily holding JAN and SCL and newer company )PPL Pure Profile ,up 17%today
https://hotcopper.com.au/threads/6537365/

Both education related, recently got out of SCL took a bath after getting in at 2ish a while back. Seemed a bit of a life style company, but could be wrong, low MC so if they get a few sales, could be a bag in there.
Big fan of JAN.
ARR having a nice run up atm, long time holder.

[DarkHorse]

Like JT, I recently bought PPL PURE PROFILE, after reading the latest DMX report; didn't like it at first glance, but having dug deeper into history, industry, financials and CEO, I made my biggest ever initial purchase (in 20 years of successful investing) last week.

Brief explanation presentation here: https://business.pureprofile.com/pro...ghts-offering/

It's (still) cheap - even on conservative forecasts - due to previous dominance of marginally profitable low growth divisions; albeit the now dominant 'data and insights' sector is much better understood in other markets - with company valuations to match - here's some excellent quantitative analysis and figures by one of the most respected HC posters:
https://hotcopper.com.au/threads/trading-at-1x-revenue.6276969/page-49?post_id=56504861

PPL now has high growth momentum in both revenue and margins, with a lot of leading brand blue chip clients as referees, an enormous runway, high client and staff satisfaction. Now has very high ROIC and low capital requirements as grows - new offices are becoming cashflow positive in 2 months. Synergies and network effects too, with low cost IT operation in India.

I'm especially impressed by the CEO - one of the most switched on and passionate I've encountered - he seems to have both a big, clear vision, and an eye for detail and understanding of all the mechanics of the business.

Check out interviews with him: https://business.pureprofile.com/equ...f-pureprofile/ and https://www.youtube.com/watch?v=u_s23lVoHIs ("We're taking clients and staff from UK competitors hand over fist")

Of course the annual report and Q1 and Q2 reports are online.

[Nor]

Well well. Just had a look at Hot Copper and madamswer is a fan. Definitely a recommendation though he jumps out again smartly if it doesn't live up to expectations.
Personally I don't get this sort of stuff. Why should one company claiming to do it with brilliant results be any better than another company claiming to do it with brilliant results?

[Scrunch]

Another to note as a possible tech disruptor is LIS (Li-S Energy) operating in the new battery tech space (along with many others)

Lithium-Sulphur batteries have a higher energy density (more power for the same weight) but have historically had the problem of dying by 100 charge cycles which stops most commercial applications. LIS look to have cracked this using nanotubes. The listing/a Dec2021 newsletters reference 1,000+ charges so your charge once a day product is up to a multi-year life. A graph showed the energy density still being above lithium-ion at this point.

They raised $34m in an IPO in Sept 2021 @ $0.85 and the Sep21 quarterly report had $50.5m of cash.
The share-price exploded post IPO to trade regularly around $2.30 for a month with a peak of $3.05 although its been pretty much down-hill across Nov-Jan. At the time of writing this they are at $1.24 ($186m market cap) currently so a lot of those on-market earlier purchasers are looking at big losses currently. If the battery is a high lithium content product, the recent explosion in the lithum price may be why the share price has fallen substantially in the last few months.

It looks to be a Deakin University / PPK group spin-out but I haven't dug into the history beyond that. The battery is a Lithium anode and a Sulphur cathode so the heavier and expensive metals like Cobalt and Nickel are avoided. I'm not sure of its status around Graphite but the pictures don't show spherical graphite that is used in current Li-ion batteries.

Strong potential markets are where weight is really important and is the stumbling block to wider commercial takeup. Definately drones, possibly aviation and possibly long-range EV's (>1000km) and they have contacts re EV conversion trucking. I haven't seen anything on potential price-points for a commercial product. I'd guess it would be high unless someone finds validated information that says othewise.

Disc - don't hold any and haven't bought/sold but noting it could be an interesting refinement in the battery tech space.
Of course DYOR

[DarkHorse]

If you haven't looked at PTG - Proptech - check out their latest quarterly. https://proptechgroup.io/wp-content/...low-Report.pdf
They're a SAAS business growing rapidly and consistently in both market share and sales per customer, totally dominating their market and competitors but still have long runway, lead by top operators in the sector (former REA execs), valued (net of cash) at only 3 times cash revenue.

[percy]

If you haven't looked at PTG - Proptech - check out their latest quarterly. https://proptechgroup.io/wp-content/...low-Report.pdf
They're a SAAS business growing rapidly and consistently in both market share and sales per customer, totally dominating their market and competitors but still have long runway, lead by top operators in the sector (former REA execs), valued (net of cash) at only 3 times cash revenue.

Second Quarter cash flow highlights include:
• cash receipts from customers climbed 116 percent, compared to the previous
corresponding period (“PCP”) (Q2 FY 2021), to $5.8 million and are up 16 percent
compared to the last quarter (Q1 FY 2022);
• net cash flow from operations climbed 292%, compared to the PCP, to $1.0 million and
increased 61 percent compared to the last quarter (Q1 FY 2022); and
• $14.8 million in cash on hand as of 31 December 2021.

[Joshuatree]

Future looks huge for PTG.Im still in the red a little atp.Have it as a pick in the Aus comp.

[DarkHorse]

SaaS company KNO looks incredibly undervalued now with EV at 2.5X ARR and growing revenue and solid cashflows.
Does anyone else here hold, along with Percy, DMX and I?
Interested to hear other views.