@LltTomar Lalit,thanks for doing this poll.

Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.

Below tweets briefly captures few key events during this journey.
@LltTomar Turnaround of #Subex started in 2016 when all FCCBs were converted into equity, therefore wiping of the debt from the books.

Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
@LltTomar Subex3.0 subex.com/press_release/…

In same year,Aug2017, #Subex did a major restructuring of business

Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP

Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
@LltTomar So, 2017 was pivotal in #Subex overall turnaround

Management positive actions and vision ensured improvements in all business/operations

In FY19, Subex launched 3-Horizon strategy under Subex 3.0 with an objective to be pioneer in Digital Trust across multiple verticals.
@LltTomar With this strategy, #Subex aimed to
-reinvigorate core offerings in Horizon1 w/ infusion of AI/ML, empowering clients to embrace digital disruption;
-delve deeper in IoT analytics/security in Horizon2;
-capture new emerging areas such as digital trust/security/privacy in Horizon3
@LltTomar #Subex is well entrenched in its nice business with yrs of relationship with Top telcos around the world (yes 200 of them)

Under Horizon2, Subex Horizon1 relationship with Spain's biggest Telco (Telefonica) expanded to firstly IoT analytics in May2019 telefonica.com/en/web/press-o…
@LltTomar ... in Sep 2020,Telfonica further extended its deal to full-fledged IoT Security (Threats Detection service) worldwide. elevenpaths.com/wp-content/upl…

Under Horizon3, #Subex has already released 2 products:
- #CrunchMetrics analyticsindiamag.com/subex-raises-t…
- #IDCentral bswan.org/idcentral.asp
@LltTomar Both #CrunchMetrics (PoC done w/ few clients in Europe/APAC)& #IDCentral (pilot launch done in Indonesia covering 40% population) are attracting big interests frm existing/prospective clients

Both in Horizon2/3, #Subex has massive leverage due to its existing Telco relationships
@LltTomar In addition to turnaround in business/operations in last 3 yrs, #Subex also legally closed its dispute with old promoter Mr Menon by 2019 end, thereby ensured final closure on this legacy issue

Recently, Subex also effected share capital reduction scheme-Record Date 23 Oct 2020
@LltTomar To conclude, #Subex has already achieved turnaround last year and now is fully focussed upon accelerating the growth in Horizon 2 & 3 by leveraging its core strengths incl. patented technologies and Horizon 1 relationships along with access to their data.

@LltTomar @subex @crunchmetrics @idcentral_io @PatrickPmathias @SForStiletto @sudhir_bheda #Subex is being run by very professional and experienced management at top level - with a well known name, Anil Singhvi, as Chairman.

Lack of promoter isn’t a handicap but in their case it is a blessing.
@LltTomar @subex @crunchmetrics @idcentral_io @PatrickPmathias @SForStiletto @sudhir_bheda Soon #Subex will be massively leverage #IDCentral & it will aid to its growth aspirations similar to Subex’s other major advances in below areas besides its niche areas in #Telecom :

- #IoT Security

- #FinTech & #Retail through #CrunchMetrics

#DigitalTrust #CyberSecurity #5G

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More from @AmitMis93532571

5 Jul
CPaaS & general Cloud Communication Sector will surprise everyone on the upside in India - expect it to exceed global CAGR avg.

Big theme for this decade - direct correlation with Digital theme.

Indian retail investors shouldn’t miss this opportunity.

gartner.com/doc/reprints?i… ImageImageImage
Since timing the market is near impossible, interested investors should SIP in related stocks of their liking after due diligence.
Potential: look at Twilio’s valuations-revolutionized communications in US(a matured digital economy)in 13yrs of its existence

India will have digital maturity by~2025

No rocket science-successful Indian player will repeat Twilio/Sinch

Some useful articles in embedded tweets👇🏼
Read 5 tweets
3 Nov 20
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet

See embedded thread for brief history of its turnaround.

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”

I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018

Cash books are ringing at Subex with good visibility

So watch this space for M&A/BuyBack!!
Read 59 tweets
3 Nov 20
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
29 Oct 20
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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