Conversation 163: Whispir
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WHAT WHISPIR DOES l SHARE PRICE TREND OVER 200/100/9 DAYS l ANALYSTS VIEWS l TECH AND COMMERCIAL READINESS INDEX
Asian part of Whispir business is on fire says CEO
Whispir [ASX:WSP] CEO Jeromy Wells is a confident man.
In my Conversation with him he describes the Whispir business as a category killer.
That their Asian market is “on fire”
Predicts Whispir can grow ten times its current size in Australia.
His confidence is fed by a strong belief in his team and tech along with an equally strong growth record, the latest of which was revealed in their 4C quarterly results.
In the results Whispir announced it had increased Annualised Recurring Revenue by 35% to $42.2million over previous calendar period.
Jeromy Wells told me he puts much of the growth down to an accelerated sales pipeline take-up due to Covid-19.
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ABOUT WHISPIR:
Whispir Limited (WSP) is a Software-as-a-Service ('SaaS') provider that specialises in the development and provision of communications management systems via a cloud-based platform.
The Group enables the integration of smart applications and micro communications services into existing workflow solutions to automate specific areas of business critical communications across mobile/email/voice/social/web. WSP operates across three key regions of ANZ, Asia and North America.
Phil’s take:
They make it easy to send one message to lots of people at once on lots of different types of devices. They have a wide range of templates for differing types of messages so the process is easier and quicker for the user. you can also find out what staff or customers are thinking due to some snappy feedback options.
TECHNOLOGY AND COMMERCIAL READINESS.
Based on the Technology Readiness Level [TRL] developed by NASA and the Commercial Readiness Index [CRI] that grew out of it. Whispir would fit somewhere around 3 to 4 on the Commercial Readiness Index.
SOME OF THE RECENT MARKET ANNOUNCEMENTS BY WHISPIR:
Whispir 4C Quarterly results [Q42020]
Whispir builds leadership appointing a new CFO, and a Head of AI and Data
SHARE PRICE TREND
SOME RATINGS FOR WHISPIR [ASX:WSP]
[CURRENT ON WEDNESDAY JULY 22ND 2020]
Morningstar Quantitative [algorithmic] Rating *
Valuation Rating: Undervalued I Fair Value Estimate: 4.668 I Fair Value % Diff: 17.09% I Liquidity: Medium
DISCLOSURE
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* The Morningstar rating uses a machine-learning model to rate 22 times more funds than are rated by Morningstar analysts in EMEA and Asia.
The Quantitative Rating is an extension of the recently enhanced Morningstar Analyst RatingTM for funds (Analyst Rating), which provides an analyst's forward-looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk-adjusted basis over a full market cycle. Morningstar EMEA and Asia manager research analysts assign Analyst Ratings to approximately 1,260 open-end and exchange-traded funds and together with the Quantitative Rating, cover approximately 29,200 funds, representing nearly 105,000 share classes in EMEA and Asia.