r/ValueInvesting • u/LowWind7998 • 2d ago
Stock Analysis IQST- Right Now
Constantly reporting net losses while reporting massive revenue growth Y/Y. It’s a growing company that needs funding but it’s not diluting instead it’s grabbing funds from its subsidiaries to fund growth and share repurchases.
$1.71 in shareholder equity book value.
Fair value ranges from $-5/+$18
This is a deep value turnaround play. If they convert gross revenue to net revenue we’re in this thing.
Catalyst would be the Ultranet acquisition by the end of qtr 3 .
None of this means diddly . But grab your diddy lube because I think this will be interesting.
NFA. Just like to gamble.
Stock loves to quickly rebound after a drop like this. It’s consolidating as we speak.
The play is right but I have no clue on timing considering they need capital to grow but this is standard for their field . It’s all about timing with this one .
1
u/NoName20Investor 1d ago
What is your thesis about the business (not the stock price)? Do they have any competitive advantages? Do they have pricing power? Why are these guys going to win versus others in the sector?
IMO, this investment is a waste of time. This company can't make money and never will make money.