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Strategies & Market Trends : Dino's Bar & Grill

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From: Goose94	12/17/2019 8:10:13 PM
	Read Replies (2) of 202924

Sangoma Technologies (STC-V) top pick from Andrey Omelchak on BNN.ca Market Call Tues Dec 17th @ 1200ET Sangoma Technologies is a comprehensive unified communication (UC) solution provider with presence in numerous countries. Under the leadership of its CEO, William Wignall, it has completed several highly accretive and strategically sound acquisitions and increased organic growth to over 10 per cent yearly. With a strong and disciplined management team, we feel that Sangoma is very well-positioned to capture the massive opportunity in the shift from on-premise to cloud-based UC. While U.S. investors have recognized major opportunities in the space and awarded large players (such as Ring Central and 8x8) with lofty valuations, Sangoma still trades at a huge discount versus its larger peers. With STC’s recurring UC software-as-service revenue growing at over 10 per cent, we believe it is just a question of time until Sangoma gets the credit that it deserves. Recent stock price performance is just the first step in the right direction. In addition, it is important to recognize that a highly discounted well-run operation with a fast-growing recurring revenue is a prime takeout candidate by the bigger operators. Unless the company is taken out at a large premium, we believe it has all their right ingredients to be a multi-year compounder from this point on.

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