JCS - JCurve Solutions Ltd

[Well Endowed]

Cloud based Enterprise Resource Planning (ERP) Accounting firm


Pros:

Retention of clients, seemingly provide a good product and support
Generating good cash, Jun 30^th 2018 cash balance of $4.5m (+$1.6m in 2018)
Market Cap $17m (@ 5.1c/share)
No debt
Looking at M&A opportunities and bolt-ons to provide existing clientele and attract new clients.
Purchased Riyo for $600k a couple months back, an interesting add on for existing customers ( http://www.riyo.io/our-story/ )
Potential for Dividend soon?


Cons:

Small, perhaps lacking scale
Competitive Space, future price competition?
Relatively lightly traded


all IMO. Been in this a fair while, figured it was time to start a thread and get some input/critique from others here, especially given the recent rise in share price (52 week high).

[Well Endowed]

well....might be worth dusting this one off again soon. Taken a couple years since this post, I've been in and out. But taken a small position in this one again in recent months.

Generating good cash, hoping this might be the year they start kicking the goals.

Share price now 6.2c Mcap ~20m

[Well Endowed]

https://wcsecure.weblink.com.au/pdf/JCS/02432703.pdf

Pretty compelling numbers, business cashflows looking healthy. 4.4m cash in bank.
rebranding complete, acquisitions/integration of marketing business and thai operations.
revenues for inhouse Quicta booked last quarter after significant development over the past 3 years.
presumably further M&A on the horizon.

Lots to like here in my opinion. potential for JCS to be a 10c company/ 30m market cap in 12mths time based on projections and bit of luck.

[nztx]

Interesting small cap there - onboard now to see where this goes..

[Well Endowed]

might've timed that well. looks like the lid at ~6c might've been lifted, 6.8c close yesterday.

[Well Endowed]

held up well in the recent volatility

Great update in my view. Looks like they've finally got things together. Market Cap still sitting around $20m.... (6.7c/share)

https://wcsecure.weblink.com.au/pdf/JCS/02522755.pdf

[Well Endowed]

Great turnaround year for JCS. all metrics tracking nicely, I personally think this has 10c/share written all over it in 12mths time if they continue growing as they are.

https://wcsecure.weblink.com.au/pdf/JCS/02548351.pdf