FII’s are the major sellers for this stock; do they see any triggers or are they just moving to better opportunities available in the market?
FII sold and Promoters added.
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Tailwinds and opportunity in cPaaS sector
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The answer may lie in Free Cash flows. The company has generated very little fcf over the past many years inspite of good profits growth. In the long run, markets reward only companies with high FCF
Yes completely aligned with @milan_j_shah about the cashflow issue.
Current FCF Yield is 0.4% and current CFO to EBITA is -17.6%
I believe in this sector, that this is going to be a huge opportunity for this company if done well
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Significant reduction in PAT YoY .Along with tepid Tanla results,CPAAS sector seems to be having challenges
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Hello,
I’ve been invested in onmobile and I came across a new product on their website(no other details found so it’s perhaps yet to be launched)
This sounds like a CPaaS white label aimed at telcos.
I proceeded to read the posts in this forum and saw that the industry has been subject to immense competition + telcos also wanting to do CPaaS
My knowledge of this industry is confined to whatever I read on this forum/outside since yesterday evening when I learned of this new product.
It’s unclear if buzzmo is a CPaaS offering by onmobile or if it’s some sort of white label to be used by telcos
Either way, given the 25 year presence in telco space and integrated with 100+ telcos globally, I wanted to understand if buzzmo possesses a legitimate opportunity in a space that’s increasingly competitive.
Their current president and COO was hired in July 2024 who was ex comviva and seems to be related to the CPaaS industry
Any direction from the forum members regarding the opportunity for onmobile’s product or atleast the details of what the product could be/current industry dynamics would be greatly appreciated.
Thank you
