ASX:1PG – online HR disruption

Corporate Snapshot

Market Cap (as of 9 March 2015)(fully diluted) 197M
Share Price: $1.65
Cash @ Jan 15 $ 13 M

$0.08 Cash/NTA per share

NPAT Fcst – unable to ascertain
potentially mkt cap $500M-$1B ?

expected increase 150%-400%

In My Honest Opinion:
what they do:
Online HR Saas for Referrals/talent assessment and internal innovation

What’s happened to Date
acquired – Branchout – online social media site much like linkedin using your facebook to find professional connections
Finalised their software offering and have fully implemented their systems now

SWOT
Strength
no other major competitors except for linkedin (revenue 643M) or maybe Seek
game changing technology increase efficiency by reduced hire time, lower cost and improved retention
a lot of Venture capital starting to be pumped into the company
patents
already many large clients (red bull, accenture, footlocker, Destination hotels, Fitness first, Amazon, UST Global, orange, sears, champ sports)
Weakness
idea is still in infancy
Opportunity
potential buyout from another firm
HR market worth in US worth $190B Expected to globally $456B
Threats/Risks:
they make no money, or burn cash quicker than they can make it

Buy this because…:sexy stock at the moment and there is ample room for growth

Type of Buy: Buy and hold – watch – get out at a certain point when the steam runs out

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