GREY:BSMZF - Post Discussion
Post by
retiredcf on Apr 12, 2017 7:26am
Analyst Recommendation
https://www.bnn.ca/video/ryan-modesto-discusses-bsm-technologies~1098541
2017-04-11 BUY Ryan Modesto
GPS hardware to assets on wheels, such as trains. It allows companies to track movements to generate efficiencies. They’ve gone through 2 acquisitions, and have pretty much doubled their customer base. He likes the growth. There is a bit of overhang potential where they have about 10,000 customers that are on the 2G network right now, which are expiring. There is a risk they don’t renew those customers, but the company has well telegraphed that. Longer-term, he likes the company. A lot of growth potential behind it. There is an insider investor behind it that is astute at selling companies like this, so they may be getting set up for some bigger special opportunity type of trades. This is worth owning.
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Price:
$1.620
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
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