- Founder-led casino software maker is benefiting from COVID and on the cusp of realizing significant operating leverage.
- Company's 'CasinoTrac' software suite provides differentiated value to casino operators when compared to offerings from larger competitors.
- Currently trading at less than 6x forward EV/EBITDA: a bargain for a high-quality, low-churn SaaS-like business with 75% gross margins and record customer demand.
- This is a thinly-traded over-the-counter (OTC) stock, so liquidity is a risk factor.
For further details see:
Table Trac: A Nano Cap Software Company At An Inflection Point