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joinchat/p3fflfv-p2kdu5x04jprta
for investors - this is hiding in plain site now.
i’m expecting 6/7p in next month as 1st target.
telegram group - add https://
**************p3fflfv-p2kdu5x04jprta
Another large buy from me just now, sold some safe investment trusts.
Unsure whether these are trading or medium term hold, lets see how the next 6 months pans out.
All 3 interviews Angus did yesterday clearly shows the direction of travel
The key metrics are very strong here
Forward revenues up to £2.9m
Sales pipeline up to £5.7m
Contract renewals 96%
Recurring contract revenue 125%
Gross margin 92%
Current MCap only £6m
No warrants or CLN’s so simple clean share register mechanics
What hit home was he said the first Govt contract they got was £50k 2 years ago. The new contract this week took it to over £1m
Cash from govt contracts is the best money to be gaining
He is expecting more uk govt contracts and he stated they are looking at opportunities within different govt depts
Now has 3 new contracts where is expecting further opportunities just like the growth in govt contracts
There are 5 US partners & he said they had about 10 US clients but only scratching at the surface. This is a huge opportunity
SaaS companies business model are excellent & multipliers for valuations are strong anything from 7 to 12 times
Becoming cash generative in Q2 within 12 months of the RTO is good news
Sounds like there will be new contracts announced this month and Q1
Think shareholders will be pleasantly surprised as this moves forward
Listened to the interview on the way home. Clearly Angus expecting far more than my £15K addition to monthly A R R from deals closed end of August to March 24 (excluding the three known about).
So probably £190-200k ???
Just did my maths on year end ARR growth to monthly £112k end 22 (27%) and £139k end 23 (24%) growth.
This moved to £150k at the end of August (so £400k of orders if 3 year term), the three large contracts add £16.2k plus if you extrapolate the very conservative run rate of April - August 23 of £2.2k per month (*) this adds a £15k. With the high retention rate I'm already at a conservative £180k - 30% growth. With year end the £2.2k should be much higher and there is the impact of channels and my expectation that average order value will increase.
There have the classic SaaS business model nailed, the share price just hasnt caught up.
Investment case 🧵for #acrm
https://x.com/microbagman/status/1735337402414035139?s=20
Nice interview, thanks for sharing. Interesting to hear the thoughts on valuation of the business..............aligns with my view. Should be an interesting next few months
Very good interview with our Chairman https://twitter.com/RoastPR/status/1735241668050215234
Hi THE_CHAIN, Any chance of posting a link re; telegram group, have looked, but no luck.
Nice work - expect once this seller is cleared this moves quickly.
5.1m suspected sellers had per share register, and on Nov 23rd the suspected sellers had 2.4m left - we’ve rattled through majority you’d think after yesterday and this morning 🤞🤞🤞
Per chartist in TG - "We also have an ABCD reversal pattern with a target around 7.7p"
Desperate. They have been cash called. Info available in telegram group.
... is either very stupid or very desperate.
If they could wait a week they could sell at 20% premium on today 🤷♂️
A bit more thinking last night.
Result is a 250k buy at the bell.
DD.
1. The poorly written bit is the £955k orders, with just the first 12 months of the order value taken. Clearly a mix of new and renewal business and as such relatively meaningless.
2. Top level pipeline numbers again need further detail, weighting and pipeline with a close date in the current year are better.
3. Overall impressed with progress, well run operationally with a clear focus. Key problem with a lot of AIM companies is a need for dilution in a difficult market, acrm doesn't seem to be in this category.
4. Arr % growth seems to have accelerated.
5. Despite the moves from perpetual to SaaS models across the market, so much gets closed in December. When I was with s/ware companies selling perpetual enterprise software 34-45% of the year was in december, SaaS still back ended as CIO s still used to decisions at the year end.
Was a rather poorly written RNS but had enough encouragement in there.
More contract wins expected imminently and sales pipeline strong. The conversion period is often dictated by budget setting and therefore we'll likely get a cluster of wins at a time. It is really gaining traction though, and on the pathway to profitability.
A very attractive price atm, will double in the coming months I'm sure
Material chunk churned from seller - seller giving everyone a lovely artificially low entry or top-up point.
Once this sellers is done it will move quick.
Fill your boots whilst you can - steal at 5p.
Could be share of '24.
Seller still active for now it seems. When they are gone this should rise substantially. Happy to wait.
More expected sales growth before 31st Dec signalling more news in the coming days
MCap £6m revenues £2.9m sales pipeline £5.7m gross margin 90%
Now have 5 US partners which is great news as that’s where the huge market is
Cash called sellers look to be done after dragging this down from 10p
SaaS companies value multiplier makes this a great growth investment opportunity moving forward
Only 121m shares & great mechanics with 60% held by BOD’s / TR1 holders
Technically oversold as the fundamentals just get better
The big news is it’s planned to be profitable some time in 2024
I took a small amount a couple of weeks back and tripled that on this morning's RNS.
Looks like the price is moving up now. The advertised spread is a nonsense.
Great read. Lots to look forward to near term, mid term and most definitely long term.
-There are. Pet peve. Blast!
Their are two distressed sellers to my understanding, their co went into administration, so they are exiting, having seen verified proof that it is them selling, provided by one of our TR1 holders. Info all available in the Telegram group.
Bought £2.25k last week and worried this morning the price would go up as have another £2.5k for the end of Dec.
How has the share price not reacted today ? Who is the seller, I cant see any reason to sell here ?
A great win and interesting to see the closing ARR at the end of Dec.
Interesting that it is 5 years, usually 2/3 years and pre priced for extensions. Clear and low cost strategy of low hanging fruit on extensions to existing customers.
Don't forget, no dilution or warrants. With contracts, the only way is up!