Linkfire started to move this week. Yesterday it closed up 35.14%. The second best performing stock in Sweden. I think this should continue before next week's catalyst.
Pareto should publish their initiation research on Linkfire in the next few days. The black-out period (during which IPO syndicate brokers can not publish research) ends on 28 July. This will be the first major catalyst. The publication of research by Pareto next week should introduce the investment story to investors and provide guidance on valuation.
Other strong catalysts are due in August
I am long and very bullish Linkfire. I believe the stock should reach 20 SEK by the end of August and possibly more if the acquisition of the second-largest company in the area is announced.
Linkfire has the potential to be ten times higher over the next 3-5 years as they extend their product offering to other areas. Not many companies can achieve that.
There are many music streaming companies, but only one company services all majors. Linkfire has a 70% market share in the novel product.
Linkfire has been growing revenues by 50-70% CAGR. The growth is accelerating with penetration into new segments. The gross margin is stable at 76%.
Linkfire is negotiating on purchasing the second largest company to strengthen its position.
Pareto should publish their initiation research on Linkfire in the next few days. The black-out period (during which IPO syndicate brokers can not publish research) ends on 28 July. This will be the first major catalyst. The publication of research by Pareto next week should introduce the investment story to investors and provide guidance on valuation.
Other strong catalysts are due in August
I am long and very bullish Linkfire. I believe the stock should reach 20 SEK by the end of August and possibly more if the acquisition of the second-largest company in the area is announced.
Linkfire has the potential to be ten times higher over the next 3-5 years as they extend their product offering to other areas. Not many companies can achieve that.
There are many music streaming companies, but only one company services all majors. Linkfire has a 70% market share in the novel product.
Linkfire has been growing revenues by 50-70% CAGR. The growth is accelerating with penetration into new segments. The gross margin is stable at 76%.
Linkfire is negotiating on purchasing the second largest company to strengthen its position.
