Small Disruptive Tech Stocks

[sampson]

And another one bites the dust - MSL solutions. Plus updates on the proposed takeover of RDY (readytech). All go in the sector at the moment.

[percy]

Plenty of surprises keeping us alert.
My oil/gas stock IVZ went down to 10.5 cents then shot up to 32 cents on the smell of success..I sold at 25 cents.
Also sold my PTG.Decided I would most probably have issues with their share registry when it came to receive the take over payment.
Also sold my MSV today for the same reason.
What next.?

[traineeinvestor]

CCG is one I blow hot and cold about. I think (?) the idea of focusing on small B2B markets is sound and they are growing customer numbers/revenues/EBIT quite well but they've yet to start churning out positive cash flow and are still talking about strategic acquisitions.

Link to presentations that came with the results in August: https://wcsecure.weblink.com.au/pdf/CCG/02557854.pdf

AGM is later this month.

Disclosure: small holding.

[showstring]

bit of an update on RAD

the due diligence process has completed, and now they are going through the ASX re-listing process

also this article got published today, that summaries the whole thing quite well

http://www.nexttechstock.com/asx-she...ted-technology

anyone still holding this one? going quite well, still plenty of upside.
turned into a sizeable parcel for me, but I'm still holding because I think it could be worth several $billions in market cap over the years...

[kiora]

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.

This looks like a very good hire for PPL.AX
"Linda Jenkinson on creating opportunities in business"
There's been double the average volume traded in last week too ?
https://businessdesk.co.nz/article/e...7798-446239310

[DarkHorse]

This looks like a very good hire for PPL.AX
"Linda Jenkinson on creating opportunities in business"
There's been double the average volume traded in last week too ?
https://businessdesk.co.nz/article/e...7798-446239310

Nice find thanks!

[traineeinvestor]

Some chatter over on HotCopper about pearl prices being up considerably. Bodes well for ATP.

[OutToLunch]

Anyone still following Hazer (HZR)? It looks as though they are on the cusp of proving their hydrogen/graphite production technology at commercial scale now after a long haul and a few mishaps along the way. There are a lot of eyes on this one watching and waiting to see how well their commercial demonstration plant works. If it goes well, shareholders should be well and truly off to the races. If not, there are other reactor designs in the pipeline being developed jointly with some big international names so HZR is not quite a binary play but still one with plenty of potential upside. The options (strike @ 75c in Feb 2025) look very attractive though they are thinly traded.

[RGR367]

Anyone still following Hazer (HZR)? It looks as though they are on the cusp of proving their hydrogen/graphite production technology at commercial scale now after a long haul and a few mishaps along the way. There are a lot of eyes on this one watching and waiting to see how well their commercial demonstration plant works. If it goes well, shareholders should be well and truly off to the races. If not, there are other reactor designs in the pipeline being developed jointly with some big international names so HZR is not quite a binary play but still one with plenty of potential upside. The options (strike @ 75c in Feb 2025) look very attractive though they are thinly traded.

And what about FGR (First Graphene Ltd)? Is anyone participating on its SPP?
I am and about time we should start making glances to it.

[silu]

Anyone still following Hazer (HZR)? It looks as though they are on the cusp of proving their hydrogen/graphite production technology at commercial scale now after a long haul and a few mishaps along the way. There are a lot of eyes on this one watching and waiting to see how well their commercial demonstration plant works. If it goes well, shareholders should be well and truly off to the races. If not, there are other reactor designs in the pipeline being developed jointly with some big international names so HZR is not quite a binary play but still one with plenty of potential upside. The options (strike @ 75c in Feb 2025) look very attractive though they are thinly traded.

I was a shareholder for a while and took profits a few years ago. I like the concept of it but nowadays my appetite for early stage investments isn't as strong as it used to be. I hope they get it right though.