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mCloud Technologies Corp V.MCLD.H

Alternate Symbol(s):  V.MCLD.WT.H | MCLDF

mCloud Technologies Corp. is a provider of cloud technology solutions, namely AssetCare. Customers use AssetCare software-as-a-service (SaaS) and data solutions to ensure assets continuously operate at peak performance. Through its portfolio of AssetCare solutions, the Company enables asset owners and operators in energy and asset-intensive industries, such as oil and gas, wind, and commercial facilities to use cloud-based digital twins, artificial intelligence (AI), and analytics to optimize asset performance, reliability, and sustainability. It offers foundational enterprise technology solutions enabling capabilities, such as secure communications, connected work, and remote monitoring. It offers aerial survey capabilities through the use of drones to automate and streamline the detection and measurement of fugitive emissions, including greenhouse gases, natural gas, and volatile organic compounds. It has a presence in North America, Europe, the Middle East, and Asia- Pacific.


TSXV:MCLD.H - Post by User

Bullboard Posts
Post by RiskSmart on Jan 12, 2020 10:28pm
179 Views
Post# 30544983

MCLD misconceptions

MCLD misconceptions

I read a few posts and thought some clarifying points might help. 

1) the company issued this latest round to qualify for a TSX uplist. They require $10 million in the bank. Getting off of the Venture exchange is hugely important. 

2) it's possible that some of the financing participants sold free trading stock to reload but the vast majority of the financing went to brand new investors. More importantly, it went mostly to institutional investors. This was the first round where institutions have participated. Previously, only one small institutional investor invested in a private placement round. Don't underestimate this fundamental pivot toward institutional investors. 

3) the 10 for one roll back has everything to do with listing on NASDAQ. You'll notice volume on the otcbb listing (a very shady exchange that many institutional investors won't touch) has typically surpassed volume on the TSX Venture. This is an excellent sign, as it shows what many MCLD investors amd management have long believed: the most sophisticated SaaS (software as a service) company investors are Americans. In other words, volume on MCLDD is typically eclipsing MCLD (TSX Venture) and the company is still 4 months away from a MASDAQ listing

4) Getting a NASDAQ listing will help garner a game changing amount of investor interest. SaaS investors on NASDAQ are very sophisticated and know that the typical valuation in this sector ranges from a price-to-sales range of 7 to 14 times plus. MCLD trades less than 2x this year's guided sales estimate of $70-80 million. And remember, that guidance - given by management on their Q3 conference call - does NOT include any new oil and gas customers. Patient and informed investors are willing to bet that 2x valuation goes to, say, 5x at some point in the not too distant future. 

5) interest in AssetCare by oil and gas players has been stronger than the company thought - and their expectations were that this new segment will be their fastest growing going forward (again, stated on the call). So wise, informed investors will be patient and wait for this all to unfold. 

6) opportunities like this don't come around often (hyper experienced management, bewilderingly cheap valuation, 70% gross margins on their core business, a pending move to the big leagues of NASDAQ, over 100 of the Fortune 500 already customers with many more coming, etc.). Don't overthink this and screw it up by trading it. It's best to be a patient investor and make real money. 

Bullboard Posts