My Jan. 18 play below for this ticker yielded 5 points of gains, but after some DD, I am now bullish long term on this company. Very surprised by what they offer now. This is now a fundamentals play.
- Very good technology, friends have and do work there and they have good things to say. - Canada is a growing tech hub, trying to stop the brain drain to the US, BB growth will be fueled by Canadian talent who do not wish to emigrate. - Transformation to a software company
Key products: - QNX: embedded OS with a security focus - IVY: cloud platform for vehicles (think EV and space market) - AtHoc and SecuSUITE: secure communication system. Governments are still using Zoom and Teams, we need better
I think a pullback is inevitable because of the exuberance of this rally, but I don't mind adding at these prices. 7B Mcap only in this market, when it can grow to a 50B unicorn.
ปิดการเทรด: ถึงเป้าหมายการทำกำไร
Target reached, but holding for the long term. (7/9)