Wow, thank you!
I would like to make a few comments (based on my own research) and thoughts: I think it's very good that you seem to be sustainably profitable now. I like the focus on ARR, which makes for good planning. The focus sectors with finance, healthcare and telecommunications, GDPR compliance and processing of data in German data centers are of course great from a German and European perspective. It's a micro-cap, of course, but there's often a lot of upside. The only thing I don't like are paid analysts, but it's not that unusual to pay money for buy recommendations on this scale.
Which additions would be important to me (also from professional practice):
- contrary to previous years, there currently seem to be no (!!!) SBC anymore. This was exorbitantly high in the past, so it's very positive that countermeasures have been taken here.
- I would like to emphasize the partnership with MariaDB. Maria DB is an SQL alternative, founded by the former brains behind MySQL (Oracle). It is completely open source and particularly popular on Linux servers, as it is fully compatible with other software.
- From a professional point of view, just to provide a benchmark: you are the server data analysis partner of FinanzInformatik (FI), the system house of the savings banks! In other words, data from >300 savings banks, building societies, state banks and insurers is run via the servers for which Exasol's data analysis software is supplied here. This suits the FI, where you always want to be as self-sufficient and sovereign as possible on your own servers (which is of course also obvious with highly sensitive financial data). We are talking about ~50 million end customers whose data can be regularly analyzed here. In the past, FI has often taken over companies with which it had a long-standing partnership and where there were certain dependencies. I find this highly interesting and speaks for Exasol's market position when the largest financial group in Germany relies on its solution.
In my view, the last two points in particular (which I would be happy to add to your customer overview) could be the game changer here! Go to the top of the watch list and buy as soon as cash is available!
There's real potential here in my view. Maybe $INOD will be removed from my possible buys, as I want to reduce US a bit anyway.
I would like to make a few comments (based on my own research) and thoughts: I think it's very good that you seem to be sustainably profitable now. I like the focus on ARR, which makes for good planning. The focus sectors with finance, healthcare and telecommunications, GDPR compliance and processing of data in German data centers are of course great from a German and European perspective. It's a micro-cap, of course, but there's often a lot of upside. The only thing I don't like are paid analysts, but it's not that unusual to pay money for buy recommendations on this scale.
Which additions would be important to me (also from professional practice):
- contrary to previous years, there currently seem to be no (!!!) SBC anymore. This was exorbitantly high in the past, so it's very positive that countermeasures have been taken here.
- I would like to emphasize the partnership with MariaDB. Maria DB is an SQL alternative, founded by the former brains behind MySQL (Oracle). It is completely open source and particularly popular on Linux servers, as it is fully compatible with other software.
- From a professional point of view, just to provide a benchmark: you are the server data analysis partner of FinanzInformatik (FI), the system house of the savings banks! In other words, data from >300 savings banks, building societies, state banks and insurers is run via the servers for which Exasol's data analysis software is supplied here. This suits the FI, where you always want to be as self-sufficient and sovereign as possible on your own servers (which is of course also obvious with highly sensitive financial data). We are talking about ~50 million end customers whose data can be regularly analyzed here. In the past, FI has often taken over companies with which it had a long-standing partnership and where there were certain dependencies. I find this highly interesting and speaks for Exasol's market position when the largest financial group in Germany relies on its solution.
In my view, the last two points in particular (which I would be happy to add to your customer overview) could be the game changer here! Go to the top of the watch list and buy as soon as cash is available!
There's real potential here in my view. Maybe $INOD will be removed from my possible buys, as I want to reduce US a bit anyway.
•
55
•
@Get_Rich_or_Die_Tryin
Thank you my dear. A very valuable addition. My idea was a good fit.
Thank you my dear. A very valuable addition. My idea was a good fit.
•
11
•@Get_Rich_or_Die_Tryin I am already in this area at $GFT, $EXLS and $INOD. That's why I probably won't invest. But otherwise I would be involved
•
11
•@Get_Rich_or_Die_Tryin
I think I have too many software shares in my portfolio
I think I have too many software shares in my portfolio
•
11
•@Tenbagger2024 what can i say?😂🤷🏼♂️
•
11
•