11/05/2022 14:15

Emerging Companies Portfolio – Amendments

We are cutting Whispir (WSP and buying Lynas (LYC)

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28/04/2022 17:23

Whispir (WSP) $1.25

WSP -14.97%: cloud communications business Whispir was out with their 3rd quarter update yesterday with numbers largely in line with expectations. Revenue targets were pushed to the top end of guidance near $68m with Annualized Recurring Revenue (ARR) up 245% YoY to $62.4m. Costs were down as well with the headcount reduced slightly, though total cash burn was marginally higher. Numbers are trending...

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13/04/2022 08:51

Emerging Companies Portfolio

The portfolio was down -4.89% in the week with cash sitting at a little over 9%. Calix (CXL) traded to all-time highs but that failed to offset falls on a number of positions with tech particularly hard hit on the back of rising interest rate expectations. PointsBet (PBH), Whispir (WSP) and Zip Co (Z1P) all fell more than 15% to drag on performance this week. We are still looking to add Paladin (PDN)...

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06/04/2022 09:45

Emerging Companies Portfolio

The portfolio was up +0.99% in the week with cash remaining around 9%. We were looking to spend 4% of that on Paladin (PDN) following their capital raise last week however shares have been well supported since and haven’t yet traded to our 73c limit. We will give that order until Friday before re-assessing. Whispir (WSP) was the main standout for the week, rallying 14%, while...

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22/02/2022 17:38

Whispir (WSP) $1.89

WSP -5.5%: the cloud communications business posted a strong 1H22 result this morning however the stock was weighed on by weakness across the small ords. Revenue jumped 70%, helped by a strong transactional performance. This did weigh on margins though, but EBITDA was still ahead of expectations at a loss of $3.7m.  They noted a ramp up in average reoccurring revenue...

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20/01/2022 16:54

Whispir (WSP) $2.55

WSP -1.92%: 2nd quarter trading update for the communications business today, though the stock traded lower in the session. Cash receipts in the 2nd quarter were up 125% YoY, managing to add another 127 customers. The sales did come at a cost with an increased headcount weighing on free cash flow however the growing pipeline of sales are expected to offset the costs, particularly...

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19/01/2022 09:37

Emerging Companies Portfolio

The portfolio was up +2.73% during the week with cash falling to just over 1% after the purchase of Whispir (WSP).  Strandline (STA) was the standout, jumping more than 26% after announcing construction of the Coburn project is WA was now 50% complete without any cost blow outs or delays. Whispir (WSP) and Calix (CXL) both added more than 14% as well while Zip Co (Z1P) was the weakest with a ~6% fall.

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12/01/2022 11:09

Emerging Companies Portfolio – Amendment

We are buying Whisper (WSP) in the Emerging Growth Portfolio

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12/01/2022 09:30

Whispir (WSP) $2.28

One stock we had our eye on last year was the cloud based communications company Whispir (WSP). They essentially provide a SaaS based platform to improve communications within organisations and external to them. While Market Matters does not use WSP for our SMS notifications, we could and no doubt many of you will notice...

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12/05/2021 10:20

Whispir (WSP)

The cloud communications software business has been on the nose since raising money in March, now trading at a ~30% discount to the price set in the institutional placement.

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