- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Winter Olympics
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
GRRR, Gorilla Technology. Lot of potential.
Posted on 1/2/25 at 4:32 pm
Posted on 1/2/25 at 4:32 pm
I got into this stock a month or two ago. It's an AI stock, yet it's PE ratio is only 7x. When most in this arena are at a 60x PE ratio, this implies almost 9x undervalued.
It's TTM revenue is $80 mil. Market cap is $250 mil. So 3x. Most in this area with a startup Tech, AI that's exploding are in the 20x area. This would imply 7x undervalued.
Most optimistic part to me is the growth. They have $2 bil of backlog projects, that is 8x their market cap today. In a world today where startup AI Tech are getting that 20-30x revenue to market cap ratio, if they executed that entire $2 bil next year, it would be a $50 bil market cap. That is a 200x multiple to today. Now, I know not every backlog revenue gets executed, and it certainly won't all happen in 2025, but it shows potential. They expect $100 mil or more of 2025 revenue.
Their revenue is up 221% year over year for last quarter. Net income is up 122% year over year for last quarter. TTM revenue up 420%.
I think this is a hidden gem that is just starting to catch people's attention. SeekingAlpha has a great write up on it. Their appears to be a lot more desire for their product coming up. At absolute worst case scenario, I think it would just stay as is at this price. At absolute best case scenario, I think it 10x's.
SA maybe paywall write up: LINK
It's TTM revenue is $80 mil. Market cap is $250 mil. So 3x. Most in this area with a startup Tech, AI that's exploding are in the 20x area. This would imply 7x undervalued.
Most optimistic part to me is the growth. They have $2 bil of backlog projects, that is 8x their market cap today. In a world today where startup AI Tech are getting that 20-30x revenue to market cap ratio, if they executed that entire $2 bil next year, it would be a $50 bil market cap. That is a 200x multiple to today. Now, I know not every backlog revenue gets executed, and it certainly won't all happen in 2025, but it shows potential. They expect $100 mil or more of 2025 revenue.
Their revenue is up 221% year over year for last quarter. Net income is up 122% year over year for last quarter. TTM revenue up 420%.
I think this is a hidden gem that is just starting to catch people's attention. SeekingAlpha has a great write up on it. Their appears to be a lot more desire for their product coming up. At absolute worst case scenario, I think it would just stay as is at this price. At absolute best case scenario, I think it 10x's.
SA maybe paywall write up: LINK
This post was edited on 1/2/25 at 5:22 pm
2
Posted on 1/2/25 at 5:07 pm to Saunson69
What does the business do?
Posted on 1/2/25 at 5:07 pm to Saunson69
How about making a post before they shoot up 34% in one day
Posted on 1/2/25 at 5:08 pm to Hookah
Well dumbo, the previous market day they went down 25%. This is just a correction.
Posted on 1/2/25 at 5:11 pm to Pendulum
Gorilla Technology specializes in delivering AI-driven IIOT solutions with a strong emphasis on security convergence, network defense, video analytics and big data analytics. These solutions are applied across both public and private sectors. Our products identify, analyze and extract actionable insights from a diverse array of analogue and digital signals driving automation and operations in commercial and industrial environments.
Posted on 1/2/25 at 5:13 pm to Pendulum
In basic terms:
Gorilla Technology provides tools and software that help businesses manage data, improve security, and analyze information
Gorilla Technology provides tools and software that help businesses manage data, improve security, and analyze information
Posted on 1/2/25 at 5:15 pm to Pendulum
quote:
What does the business do?
Exactly, I looked at their website and it was garbage bin of buzzwords. Their top level video that they showed was basically a VPN. This feels like a crowded trade, just slapping AI on their product.
Maybe the OP could shed some light, what do they actually do
Posted on 1/2/25 at 5:16 pm to UltimaParadox
They made $80 million last 12 months. Nobody is paying $80 mil for zero value. Expected to be over $100 mil next year. That simply doesn't just happen out of randomness.
If you like the S&P 500, this probably isn't for you. This is a very high reward, I think very little if any downside at its current valuation type stock.
If you like the S&P 500, this probably isn't for you. This is a very high reward, I think very little if any downside at its current valuation type stock.
This post was edited on 1/2/25 at 5:18 pm
Posted on 1/2/25 at 5:21 pm to UltimaParadox
Here is a great write up if you have SA: LINK
Posted on 1/2/25 at 5:21 pm to Saunson69
quote:
This is just a correction.
You mean a pump and dump
Posted on 1/2/25 at 5:22 pm to UltimaParadox
Also their TTM revenue is up 421% compared to prior year. That's like top 0.1 percentile amongst public stock.
Posted on 1/2/25 at 5:22 pm to Saunson69
quote:
They made $80 million last 12 months
Looking deeper, correct me if I'm wrong.. Looks like they primarily sell security software for law enforcement.. Basically facial recognition etc platform. Taking in 88 million, obviously total numbers are lower than the revenue since the rest of the business is very small comparatively
Posted on 1/2/25 at 5:25 pm to UltimaParadox
Yes most from there. Also expanding into other arenas with their $2 bil in backlog. Read the SA article. They list everything.
Posted on 1/2/25 at 5:27 pm to UltimaParadox
LINK
Some progress in Smart Education, BroadSat, and others.
Some progress in Smart Education, BroadSat, and others.
This post was edited on 1/2/25 at 5:29 pm
Posted on 1/2/25 at 5:28 pm to Saunson69
quote:
Here is a great write up if you have SA: LINK
Thanks that answered some of my questions and confirmed my initial thoughts on their addressable market.
Seems like they have made big gains overseas in the security market. Not sure it translates into the US market already dominated by traditional players, and also their ties to Southeast Asia could prove problematic getting into large government contracts.
That said it's a micro cap stock and only needs like one win. High risk high reward as stated by the OP, looks like it's run pretty fast already though.
One major red flag to me is they are spending money on stock buybacks when they are cash flow negative. Feels like they are goosing the stock price.
Also profit margins in the 20s seems very low for these early software companies..I saw some articles about them creating their own AI GPUs that's a major waste of money imo
This post was edited on 1/2/25 at 5:30 pm
Posted on 1/2/25 at 5:31 pm to UltimaParadox
My opinion on it is that absolute worst case, the stock stays as it is now. I can't see it dropping on a 7x PE ratio. Upside could be 10x with a good contract out of the $2 bil in backlog. Basically worst case 0% gain, best case 1000% gain by a few years.
This post was edited on 1/2/25 at 5:33 pm
Posted on 1/2/25 at 5:31 pm to Saunson69
Can't say I disagree at face value.. Might dig deeper when I get a chance, thanks for the heads up.
I truly detest their website though
I truly detest their website though
Posted on 1/2/25 at 5:34 pm to UltimaParadox
If you really want to gamble, their warrants that expire in July 2027, GRRRW, are $1.35. The strike price is $115 on GRRR. This stock IPO'd at $100 (back calculated) on reverse split. If it simply 2x's its IPO price, to $200. A $10,000 investment today in GRRRW would yield (200-115) * ~8,000 shares = almost $700k.
GRRW warrants are insane money makers if this gets back to its IPO and gains even just a little considering warrants are $1.35 on a stock that could get to $200 on a $115 strike price.
GRRW warrants are insane money makers if this gets back to its IPO and gains even just a little considering warrants are $1.35 on a stock that could get to $200 on a $115 strike price.
This post was edited on 1/2/25 at 5:37 pm
Posted on 1/2/25 at 5:52 pm to UltimaParadox
I also think the buybacks isn't a negative. It could be interpreted from them thinking "Hey, our PE ratio was 3x at the time. We have a ton of backlog revenue and increased our revenue 4x TTM compared to prior TTM, will increase again next year." We can buy back our stock really cheap right now. All about perspective.
Posted on 1/2/25 at 5:55 pm to Saunson69
quote:
We can buy back our stock really cheap right now. All about perspective.
Understand your sentiment but companies in hyper growth mode generally don't waste capital on buybacks when they could find much better use of the money.
Usually when you run out of obvious growth levers you execute buybacks. Usually micro caps doing buybacks is a red flag
Page 1 of 2
Popular
Back to top
Follow TigerDroppings for LSU Football News