Discover and read the best of Twitter Threads about #brightcom

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Today we will study Telaria acquisition and compare it for drawing valuations. #brightcom #bcg
we will compare other acquisitions also as we go forward.
stay tuned. #valuepick
Telaria is now part of magnite. (rubicon acquired telaria in 2019 for ~350 million USD. Telaria back then had ~68 million usd in revenue. Telaria was SSP when it got acquired. (Sell Side Platform)
so Telaria got 5x multiple of revenue for just being a SSP. now see below images
In above images u will find that Telaria is just 2 notches above #brightcom's SSP.
so we can fairly compare two companies.
remember telaria valued at 350 million 2 years back. now they will be valued higher.
even with old valuation multiple brightcom can easily get 5x revenue.
Read 5 tweets
Yday we discussed some very superficial fundamental aspects of #brightcom group ltd.
the valuation part, comparing it to other ad tech players will be covered in few of days.

moving on to Technical analysis of #brightcom group ltd.
this will be very helpful for all of us.
see the below candle stick charts of #brightcom
wkly and mnthly.
10-10.8 has been a multiyear resistance in BCG, also a psychological bariier. this wk it closed above 10 with strong UC.

Now 10-13 is the zone which is next level to be looked at. above 13 it comes in strong zone.
also lets take a look at moving averages.
below r 10, 21 and 50, 200 DMA charts
look how beautifully 10 dma is taking support at 21 dma and curving upward.

also 50 dma is maintaining above 200 dma since long.

meaning the stock prices should further move up to keep trending
Read 4 tweets
Fundamentally i will cover factors like

geographical reach
strategic position
3rd party validation
etc etc
#brightcom #bcg
lets start with the industry.
#bcg earns its 80% revenue from Ad Tech business.
20% is mostly software business, that it acquired while listing in India (lgs).
and its venturing big time into AI/ML through its subsidiary
it also has a bulk email posting SAAS platform #VoloMP
wevsites for company and some of the subs are below
Read 10 tweets
#brightcom (high risk high return)
CMP: 10.45

Target: 10-25-50% / 2x / 4x / higher
SL: 7
Timeframe: 2-5 yrs

Best Buy range: 7-9

Allocate 1-2% of #Portfolio

Analysis in Comments

Please do your due diligence

#brightcomgroup #StockMarket #NSE #BSE #StocksToWatch #bcg

👉Recently became debt free (biggest positive)
👉PE 1.18
👉BV 55
👉Fortune 500 #India Company
👉FII up stake in last qtr
👉Paid Div after 4 yrs
👉400+cr in last 4 yrs
👉Bigger than #Affle
👉22 Office Location

Business Segments:
👉New age Technologies
Read 9 tweets

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