05 Apr 2018
Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of the vision the management had. Today he believes the company is on its way to growing its value fivefold.
Carson says the market has overlooked the company’s ambitious growth strategy and is still pricing it on its history as an accounting business. Therein lies the opportunity, and he has strong conviction that the management will execute well to build: