Thanks to the members for amazing insights!!
I believe that Intellect is very strongly positioned today given the
• Breadth of its product offerings - High TAM,
• High quality of its product offerings - leaders accepting Intellect as a close competitor,
• Global reach well accepted by clients - derisks the business while ensuring growth,
• Improving financial strength - increasing cash on books,
• Stable management bandwidth – to manage growth.
What it lacks is the belief from investor community about the stability and predictability of its business and financial performance.
Frequent changes in its guidance on business format (product-platform-eco system-to what not) as well as financial metrics do not help.
It will take some time to erase these elements.
Subscribe To Our Free Newsletter |