Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Ty for the link Troajan, the launch interview seems to confirm my thoughts
Fair assessment Aqua. I get the feeling asset management is one stream of consultancy to services. I think if I was to read between the lines the aggregating of data and providing in an agreeable format could be offered to wider than pure asset managers. The icing for me will be the alluding of profit share through fund management where the Services are deployed. That will be limited by the size of the fund rather than employees. Traction and growth of course determined by staff number capacity, capabilities
and contacts. Interesting market
Florida, as I understand it, this company is evolving from a consultancy to a product solutions company with a suite of AI and Machine learning tools that process internal data owned by individual companies alongside external market based data provided by third parties such as Refinitiv. The key differential as I see it is the machine learning algorithms developed by Insignia along with other non-unique tools to convert individual company legacy excel code to python in order to run the companies own data alongside that externally provided market data. There will be a continuing need to provide consultancy alongside the product rollout so I guess the limiting factor to rapid scale-up is the current size of the skilled 25 man workforce and the speed they can recruit and train additional resource. Once the company has finished consulting and integration of an individual companies systems then I get the rollout of additional licences to mid tier clients will quickly add additional value; my question surrounds the size of the mid tier market of Asset Managers in a competitive environment
Acqua, the data is owned by the company therefore each client is unique. This entrenchment makes it extraordinarily difficult for any other provider of the service to enter with existing clients. First mover advantage.
I notice the comparison with Renelytix who are in a monopoly situation as the only provider of AI and Machine Learning capability for the specialist area of kidney analysis (there are similar providers for cancer etc with their separately tailored algorithms). Can the knowledgeable BB members here confirm that Insig-AI is in a similar monopoly situation for the financial markets; i.e. there are no other competitors providing AI and Machine learning for Asset Managers etc in the stock market?
Seems to work for Renelytix with its market cap 10 times that of CTNA......I'm following the money
OandW, keep your eye on this one as I suspect you will see interesting growth rates over the next 12 months.
£88mn starting MC is rich for a RTO with little or no revenues in this space, don't you think?
https://smallcompanychampiona88.substack.com/p/catena-group-insig-ai-4f1
IMHO, a very good 40 plus minute interview conducted with Matt and Steve.
I guess there is a mix of profit-taking and legacy taking money out until more about the new direction the company is understood.
There is a telling clue to a question that should excite intelligent investors here. The interview will be published on https://smallcompanychampiona88.substack.com/ for paid subscribers in the first instance.
The potential here is huge!