Discover and read the best of Twitter Threads about #routemobile

Most recents (8)

1⃣ stock should do good accumulation near all time high or 52 weeks high.

Ex - #routemobile & #crest
2⃣ stock should be low market cap (less then 20k Cr.) & low free float.

Ex - #smslife
3⃣ stock should face least resistance after breakout. ( Or not face major hurdle after BO)

Ex- #uttamsugar
Read 6 tweets
🧵Route Mobile - Routing Messages to your Mobile📶

Just a brief thread on what Route Mobile does & what the future holds for it?

Scroll down👇 Image
📲Route Mobile Ltd (RM) provides cloud-communication platform as a service (CPaaS) to enterprises, over-the-top (OTT) players & mobile network operators (MNOs).

Confused❓

👉So what they basically do is that they act as an intermediary between enterprise & their customers.
Further Simplifying it ➡️ The msgs which u receive on ur phone for banks transactions,OTP,Order confirmation from e-comm etc. are all routed through CPaaS Software known as API’s.

➡️Their Api’s are integrated with the enterprises whch they serve and they get revenue per sms sent
Read 22 tweets
After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.
This thread is inspired by one of the articles I read on the-ken about #postman API & how they are transforming & expediting software product delivery & consumption, leading to enhanced developer productivity.
We all know that #Twilio offers host of APIs that can be readily used for faster integration by anyone who wants to have communication capabilities. Before we move ahead, let's get a few things cleared out.
Read 11 tweets
So I have been studying this entire communication layer as its relevance is ever growing with more devices coming online, staying connected, and relying on real-time communication. Not that this domain under penetrated, but there is a change underway.
As per many publicly available research, The Communications Platform-as-a-Service (CPaaS) Market was valued at USD 4.54 billion in 2020 and is expected to reach USD 26.03 billion by 2026 and register a CAGR of 34.3% during the forecast period (2021 - 2026).
Read 21 tweets
Studied #routemobile over the weekend and sharing some notes...

I hope it is helpful. Pls correct and/or add if I missed out on something crucial.

Thank you. 🙏

⬇️⬇️⬇️
1. Founded in 2004 & founders still at the helm which is always a great sign. Started with an initial investment of just 1 lakh rupees and the founders raised no more money until the IPO.
2. About 8-9 companies globally in the CPaaS industry; Twilio (D: I'm also invested in it) in US is the leader with mcap of $50B & expected revenue of $1.6B in FY'21. It's growing its revenues at 50% yoy with gross margins above 50%, and so market is pricing it acc'ly.
Read 15 tweets
SALES :

2018 sales : 505 cr
2020 sales : 956 cr

3Y Sales growth : 38% CAGR

PROFIT :

2018 profit : 47 cr
2020 profit : 69 cr

3Y Profit Growth : 21% CAGR
Current year results :

2021 H1 Sales growth : 55%
2021 H1 Profit growth : 131%
Read 11 tweets
Thought of developing a bit more on comparisons being made between Route and Tanla

Both are in an undeniably hot sector and therefore attracting lot of attention

One needs to b careful while making any loose comparisons of Tanla & Route

(1/n)
#TanlaPlatform #Tanla #RouteMobile
When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front

Will list some of the reasons here below for everyone's consideration.

(2/n)
#TanlaPlatform #Tanla #RouteMobile
While reading this, please take your eyes off the share prices and price action because that doesn't represent value - price largely just represent sentiments.

(1) Route is a recently listed company post IPO in September 2020...(contd..)

(3/n)
#TanlaPlatform #Tanla #RouteMobile
Read 23 tweets
H1 results will b a revelation 4 lazy P&L st analysts making YoY compare bt discounting cash flow/EPS

& H2 is seasonally better

Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
And the proof is here:

#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :

Result: bseindia.com/xml-data/corpf…

Presentation: bseindia.com/xml-data/corpf…

PressRelease: bseindia.com/xml-data/corpf… ImageImageImageImage
Read 17 tweets

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