This is the first installment in our “Shooting the Shit” series here at EQUITY.GURU, where we sit around the office in a round table format and shoot the shit about a company one of us knows about and the others don’t. This time it’s a Brazilian tech company, YDreams Global (YD.V). YDreams not only possesses some of the most advanced interactive display technologies, but the company also builds incredibly advanced robots, which act as artificially intelligent receptionists on wheels. YDreams’ product portfolio is almost as extensive as its client list with the likes of Unilever, Coke, Nike and Audi using the company’s services. Why have we never heard of YDreams? Is the company worth looking into? Well, listen in, you might just like what you hear.
FULL DISCLOSURE: YDreams Global is NOT an EQUITY.GURU client.
YDreams represents a ground floor opportunity to enter what is considered my many talking heads to be the “secular investment trend of the century”. That’s what i quoted…of the century …not the year or decade but of the century.
It boasts a 17yr operating history. it is cash flow positive little to zilch debt.
‘is forecasting from $5million revenue now to $50Million 2017/18
with net/net EPS of .46 per share O/S in earnings or .42 F/D
or $4.20 to $4.60 per share at 10PE
or $8.40 to $9.20 per share at 2OPE
…AND THE SHARE PRICE IS CURRENTLY TRADING AT .40 ONLY BECAUSE THE STORY IS UNKNOWN RELATIVELY SPEAKING AND TRADES ON THE CANADIAN VENTURE EXCHANGE VS THE US NASDAQ AND WENT PUBLIC OVER A RTO ON THE TSX AS IT WAS LESS EXPENSIVE THAN IPO’ING ON THE NASDAQ AND THE GIVEAWAY OF THE COMPANY TO GO PUBLIC WAS MUCH LESS ONEROUS TO ANY UNDERWRITING INTERESTS THAT IT WOULD HAVE BEEN OTHERWISE.
And over those 17yrs operational history YDreams has secured and built a very very coveted and valuable client list of Fortune 500 companies that would be the envy of a blue chip organization let alone a small cap play on an obscure exchange relatively speaking like Ydreams has.
They are early movers in the AR space of augmented reality. they are early movers in the MLB and major sports organizations sector, military and now gaming as announced today with “best of breed technology” not just “first mover”.
And this is just the toe hold they are building and have built already.
THis may well be the one stock on the TSX that up to now remains undiscovered by and large by the mainstream retail and professional investors.
Landing one MajorSports Organization as say the Blue Jays, the Cubs etc etc will trip the lever where others follow and this thing will not be.40 anymore it will move to $4.00very quickly as investors who have been around can smell a ten bagger when they see it.
And that’s just retail. The Professional money is coming in now as we speak.
The latter stage investors both retail and professional will move this thing up
as the name becomes branded in North American the same way it was
in South America as a private company and if Amazon and Coca Cola…Cisco…
Intel and many many others did business for projects with their companies in
Brazil and other countries in South America to mutual success and great
satisfaction…?
Then it only stands to reason they will do the same for the North American presence of these same companies as well.
Stay tuned. This is still early. There is still relatively cheap paper available right now compared to where its headed if execution by YDreams continues to be this flawless and on schedule and on que and on that end their que for newsflow for 2017 is very robust as is the companies outlook for shareholders ROI.
And yes Chris you and Galeen have my permission to read my stuff and use it as your own,….again. 🙂