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Dan Appleby Profile picture
Dan Appleby
@Dan_JRA
Once Intel engineer then AIM investment manager, now senior analyst and private investor. Member of @MicroCapClub. Not investment advice.
Aug 9, 2021 • 5 tweets • 2 min read
#SMRT is being hit today after the trading statement with lots of low volume trades earlier on. It has corrected the toppy rally after the recent bullish media tips. The revenue looks short due to the A+K impact, but I don’t think anyone invests in #SMRT for this lumpy business. Key growth in SwipedOn and Space Connect was achieved, with Group ARR +51% YoY in line with my expectations.