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Conversation 187: With a P/E of 7.7 and an Enterprise value/EBITDA of 3.8 is the AVA Group misunderstood?

CEO Rob Bloomfield told me that there may be an issue around the group’s visibility and profile with investors. He believes some big contract wins could help in this regard. However, he says a company shift to more innovative use of Machine Learning and AI, applied to AVA’s 2.5k installed existing systems, along with a shift to licensing and partnering deals with local suppliers, is showing the way forward for the group. He cites a recent tender contract win with the Indian Army, to protect their fiber optic critical communications network as an example.

He also believes this approach will result in more recurring revenue and an opportunity for AVA to generate SaaS-type offerings based on learnings from ML and AI system updates.

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Bitcoin, Digital Assets, Blockchain Phil Carey Bitcoin, Digital Assets, Blockchain Phil Carey

Conversation 186: An introduction to digital assets - who is DigitalX [ASX:DCC] and how do they fit into the digital asset world as an investment?

Whether it is Bitcoin, Dogecoin, or any of the literally hundreds of digital currencies and assets available today, there is one thing that is certain.

There has never been more hype about an investment class. Period.

Even the Dutch Tulip Bubble, one of the greatest price bubbles of all time, doesn’t seem to have equalled what is going on today.

But just what does this all mean for the future of investing and where does blockchain fit in.

Apart from leading the listed company DigitalX [ASX:DCC], Executive Director Leigh Travers would be one of the most experienced people in Australia when it comes to digital assets.

I caught up with him recently for a series of interviews on this fascinating topic.

In the previous two parts of this series, we looked at digital assets as an investment class and how blockchain fits into the digital asset world. To wrap things up, in this last episode we discuss DigitalX, one of the oldest companies [2014] on the Australian Stick Exchange to specialize in this area.

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Bitcoin, Digital Assets, Blockchain Phil Carey Bitcoin, Digital Assets, Blockchain Phil Carey

Conversation 185: An introduction to digital assets - what is blockchain and why is it so important to digital assets

Whether it is Bitcoin, Dogecoin, or any of the literally hundreds of digital currencies and assets available today, there is one thing that is certain.

There has never been more hype about an investment class. Period.

Even the Dutch Tulip Bubble, one of the greatest price bubbles of all time, doesn’t seem to have equaled what is going on today.

But just what does this all mean for the future of investing and even at the most basic level, what are some of the options available and how do you invest in them.

Apart from leading the listed company DigitalX [ASX:DCC], Executive Director Leigh Travers would be one of the most experienced people in Australia when it comes to digital assets.

I caught up with him recently for a series of interviews on this fascinating topic.

Here is part two in which we explore Blockchain.

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Bitcoin, Digital Assets Phil Carey Bitcoin, Digital Assets Phil Carey

Conversation 184: An introduction to digital assets - what are digital assets and how do you invest in digital assets?

Whether it is Bitcoin, Dogecoin, or any of the literally hundreds of digital currencies and assets available today, there is one thing that is certain.

There has never been more hype about an investment class. Period.

Even the Dutch Tulip Bubble, one of the greatest price bubbles of all time, doesn’t seem to have equaled what is going on today.

But just what does this all mean for the future of investing and even at the most basic level, what are some of the options available and how do you invest in them.

Apart from leading the listed company DigitalX [ASX:DGX], CEO Leigh Travers would be one of the most experienced people in Australia when it comes to digital assets.

I caught up with him recently for a series of interviews on this fascinating topic.

Here is part on.

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Phil Carey Phil Carey

Conversation 180: Straker Translations. Is it time to pay attention to this hybrid SaaS business?

With 13% YOY revenue growth [86% of which is recurring] and a group turnover of >$27 million, Straker Transcriptions is in an acquisition growth phase. CEO Grant Straker says the business is in the mood for acquisition-driven growth, with $7.3 million cash and $8.0 million of new loan facilities. Straker Translations has developed a hybrid translation platform that utilises a combination of AI, machine learning, and a crowd-sourced pool of freelance translators. The company’s cloud-based platform manages the end-to-end translation process, leveraging AI and machine learning to create a first draft translation and subsequently matching the customer’s content with one or more of the approximately 13,000 crowd-sourced human freelance translators for refinement.

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