TENG - Inseego's Huge Turnkey Enterprise Network Business Opportunity

• There is a bit of a race going on between the terrible financials and the increasing attractiveness of Inseego's enterprise business.
• Supply chain troubles and the Chinese lockdowns could delay their 25% FY revenue growth and produce positive cash flow by yearend by a couple of months.
• However, their enterprise business is coming into better focus, and pulling their Ctrack asset tracking business into it offers customers a one-stop solution.
• We think the company has a tremendous opportunity here if it can navigate the next couple of quarters. Growth in 5G and SaaS is already very impressive, at 68%.

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