This Famer Testimonial about using $NPK.TO KForte (KCO) connects the dots between Chloride free potash & application of microorganisms (Bio Revolution product line).
Conf: Demand remains very strong. Awareness, Adoption of PPF, and strength of the XPEL brand are intact. 21 performance comes over challenging Inventory situation, however, there are positive signs:
Really impressed with what $CTT.AX management team pulled off. I think the market is too lazy to get how unique is their value proposition to Brands seeking tech to access a global distributed online tech solution; The unbelievable operational efficiency they accomplished ..
with but a fraction of Costs and Expenses other players needed at this stage (probably not much to add up to 1 billion in gross sales) on Marketing, Operations, the sheer size of the opportunity, or the relentless drive displayed here. #long#not_a_rec.
I expect the company is in the (very) early days of land grabbing (Recurring Users, Supply partners) in the global arena and management to be hyper focused at grabbing land while generating massive value to all its constituents at a hyper efficient DNA ...
May 2021 Apple Pay iOS launched with strong acceptance and usage.
Online Transactions are increasing.
Domestic Tourism (Covid-19 days) provides a backwind.
Change in leadership is going well (we are excited by what our Scuttlebutt finds).
Transactions: 870 (757) ⬆️ ~15%
ATM: 54,653 (49,532) ⬆️ ~10%
Stay tuned as I am about to tell you of an incredible up-and-coming Marketplace in North America no one noticed. It's a highly profitable innovative unit econ growing microcap tackling a massive opportunity. I think it's a double short-term and 10Bagger material.
1. Powerband Solutions ($PBX.V) is an under-the-radar, Second-hand US Car marketplace platform Canada traded microcap already on its way offering a conservative 100% upside in 2 years for smart investors paying attention.
2. The business seems to have just passed its inflection point with what seems like a viral hockey stick like revenue, adoption patterns (Revs up 31% m/m Y2D above 10M CAD July 2021 at Gross margin of ~52%) with the platform closing fast on Breakeven and funding from Ops CFs.
$SHVA.TA 1Q21 result for a Covid restrictions TL;DR: EMV POS recurring revs generate strong Rev growth in spite of a slight decrease in transaction numbers (q/q), Despite continued investments, profit surges. Now, what happens with a fully functioning economy? ...1
Q Card Debit actions ⬇️ by 1M (396/397), ATM 25,767/26,569). However, the transition to higher monthly priced EMV POS generated Q 26,547KNIS (21,188) ⬆️ 25%.
Op expenses 14,928 (12,461) ⬆️ 19.7% on personnel employed to execute strategic plan + some professional services ...2
Operating profit (what really matters here) 11,619 (8,727) ⬆️ 33% in spite of reinvestments. (43% of Revs).
What does it mean? Well, $SHVA.TA never stops working as the most important merchants transactions infra. POS upgrade not done yet, expect more lift. ...3