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I want to start a new thread story. Not sure how long it will be and I may use different prompts: #vss365 #vssmagic #vssnature etc etc ... I love reading about legends and folk lore, and in my fantasy writing I often create my own myths. So this will be just a fun exercise...
Summer 20: investment co with a one holding - a REIT - gets rid of its directors after the REIT collapsed into a zombie.
Sep 20: new management, new investment: a software company with 23% pre-tax margins
Nov 20: 60% growth, big client wins
Implied valuation today <5x sales
Sep 20: new management, new investment: a software company with 23% pre-tax margins
Nov 20: 60% growth, big client wins
Implied valuation today <5x sales
There are no other numbers, this is everything there is.
The holdco is called Drumz #DRUM a £2.4M cap
The zombie is a listed REIT called KCR
The software company is called Acuity Risk Management
I have it at an implied trailing sales of ~4.9x ex £500K holdco cash and ex zombie
The holdco is called Drumz #DRUM a £2.4M cap
The zombie is a listed REIT called KCR
The software company is called Acuity Risk Management
I have it at an implied trailing sales of ~4.9x ex £500K holdco cash and ex zombie
Acuity's product is called STREAM, here's how they describe it:
STREAM is a cyber security and risk management software used by organizations globally for ISO 27001, GDPR, NIST and many other standards
In short, its not a nice-to-have for big companies
dataprotectionmagazine.com/?p=136
STREAM is a cyber security and risk management software used by organizations globally for ISO 27001, GDPR, NIST and many other standards
In short, its not a nice-to-have for big companies
dataprotectionmagazine.com/?p=136
2nd Alarm VegetationFire- #Drum Fire- 7369 W. Hwy 246 west of Buellton. Drum IC reports wind driven easterly moving fire with structures threatened. Drum IC asking for Evacuation Warnings from north of Hwy 246, from Dominguez Road east to Bobcat Springs area. C/T 12:53
#Drum Fire- UPDATE- Drum IC has expanded the evacuation ORDER east to US Highway 101 from Dominguez Road, north of Hwy 246. Drum IC has requested law enforcement to assist w evacuations. ** Call Newsline**
