Interims are in line with our expectations. We maintain strongly underpinned FY20 EBITDA forecasts, while trimming revenues in line with GHT’s excellent c. 90% visibility. This report delves deeper into why Clareti is taking market share (H1 ARR +18% yoy). We touch on the flexible data model and faster speeds as well as the origins of the company within larger competitor Smartstream. It’s a truly disruptive story with significant runway ahead and can be had for c. 5.8x current Cla
21 Jul 2020
The disruption continues
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The disruption continues
Gresham Technologies plc (GHT:LON) | 163 0 0.0% | Mkt Cap: 136.7m
- Published:
21 Jul 2020 -
Author:
Kevin Ashton -
Pages:
3
Interims are in line with our expectations. We maintain strongly underpinned FY20 EBITDA forecasts, while trimming revenues in line with GHT’s excellent c. 90% visibility. This report delves deeper into why Clareti is taking market share (H1 ARR +18% yoy). We touch on the flexible data model and faster speeds as well as the origins of the company within larger competitor Smartstream. It’s a truly disruptive story with significant runway ahead and can be had for c. 5.8x current Cla