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Leon
@mavixMarch 15
Some notes from the Allterco $A4L Call
- They will have to increase the 2025 guidance
- Previous 2022-2025 guidance implied a revenue CAGR of 42.5%, but after overachieving the 2025 target, the 2023 & also 2025 target will have to be upgraded
- new guidance in next call in may
- All regions are growing new wholesale contracts in the nordics
- All regions are growing
- new wholesale contracts in the nordics
- Shelly will be sold in the US Home Depot Webshop, if successful, physical stores will follow
- new sales teams implemented in Nordics & France with already good sales pipeline
- German market will grow >30% after only 10% in 2022 (Germany is the biggest market currently)
- Shelly is the fastest growing Smart Home Brand
Shelly is the fastest growing Smart Home Brand
- Shelly is the fastest growing Smart Home Brand
- Fastest growing brand on Amazon as a direct vendor
- Shelly devices grew with a CAGR of 124% from 2018-2022
- Shelly cloud accounts crew with a CAGR of 116% from 2019-2022
- 2 new Shelly-Qubino products will be released already in Q2 only few months after acquisition, ready to disrupt the Z-Wave market
- Allterco will develop a completely new Shelly OS that can also be offered to 3rd party hardware manufacturer specially made for enterprises
Here is the full Allterco write-up for more information about the company:
underfollowedstocks.substack.com
#4 Allterco JSCo
Take control of your energy costs
Leon
@mavix
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