Sangoma Technologies Corp T.STC

Perspective

[petebrown1963]

Sangoma revenue as per Jason Donville:
2021 (unmerged for portion of the year) $160m
2022 (first merged 12 months) 264m
2023 $332m
2024 $412m
2025 $511m

The issue is that the merger is not yet reflected in earnings, so nobody understands the above.
If you look at the above numbers, you see a very healthy cloud company post-merger.
Two years from today, revenue will have doubled in the past two years, and this will be recognized with a far higher multiple (which is insanely low at present) because of a US listing.
Smart money is backing up the truck on this one and sitting on it.

[CandyC]

Perhaps. But smarter money is in oil now. Momentum 

[Torontojay]

Smarter money for the next 5 months or 5 years?  I'm pretty sure Sangoma will outperform most oil stocks over the long term. By the way, I've had some oil exposure just when everyone was selling at the start of the pandemic and i was buying. I still think there is good value to be had just not the same as 2020.  We all do things differently but my strategy has always been to

[CandyC]

@Torontojay. Tom Lee on oil tonight   $100 oil is coming  https://m.youtube.com/watch?v=4x_UNBiCPHI

[CandyC]

@Torontojay. Sangoma might be $20 in 5 years. I think it will be flat for the next few quarters