RaaS Research Group

Kinatico (ASX:KYP) - Q1 SaaS revenue tops $3m, 38% of total revenue RaaS Research Group has published an update on 'Krow Your People' regtech Kinatico following the release of its Q1 revenue which saw a 10% jump in total revenue to a record $8m and 50% increase in SaaS revenue to $3m. We have left our $0.30/share DCF unchanged but note that Q1 appears to put the company well on the way to meet or exceed our FY25f forecasts. Michael Ivanchenko Jason Margach Craig Sharp #saas #quarterlyresults #growth #regtech

A great writeup by TechInvest Magazine on our Stock Take Webinar on Wrkr (ASX:WRK). https://lnkd.in/gE8dd3_R

RaaS Research Group Stock Take Webinar Recording - Wrkr (ASX:WRK) It was great to get John Burgess's 'take' on superannuation compliance SaaS group Wrkr and to hear from CEO Trent Lund and CFO Karen Gilmour on their journey to date. Great Q&A from those who attended and well worth a view! Thank you to David Tasker and his team for curating this event! To catch the webinar recording click here: https://lnkd.in/g2_Gxi_p Subscribe for our research: https://lnkd.in/gg_HefWA

RaaS Research Group Stock Take Webinar - Wrkr - tomorrow at 12pm AEST Don't miss our next Stock Take Webinar. Spots are still available. Register here https://lnkd.in/ggPBQu_G to hear our senior analyst John Burgess give his 'take' on workforce compliance SaaS business Wrkr followed by a presentation by CEO Trent Lund and CFO Karen Gilmour and Q&A. https://lnkd.in/gmbGNAYc

RaaS Research Group Stock Take Webinar - Wrkr - tomorrow at 12pm AEST If you haven't already registered, there are still spots available!

SunRice Group (ASX:SGLLV) - Moving valuation to FY25f consensus RaaS Research Group has published an update report on agri-FMCG group Ricegrowers, trading as SunRice (ASX:SGLLV), updating our Sum of The Parts (SoTP) valuation as we move from FY24 estimates/consensus data to FY25. Our Sum-Of-The-Parts (SoTP) valuation is now $12.32/share (previously $12.67/share) against a reference price of $8.78/share, representing potential upside of 40%. As a sense check, our DCF valuation is now $12.00/share (previously $10.90), supported by the group's 2030 revenue target (implying c.8% CAGR revenue growth). Subscribe for our research: https://lnkd.in/gg_HefWA Dimitri Courtelis Richard Rose John Burgess #valuation #FMCG

RaaS Research Group Stock Take Webinar - Wrkr (ASX:WRK) - Register today Looking forward to our next Stock Take Webinar on Wednesday 2 October at 12pm AEST in which we take a deep dive into the investment thesis behind superannuation compliance solutions group Wrkr (ASX:WRK). Join us to hear John Burgess' 'take' on the company followed by a presentation from CEO Trent Lund and CFO Karen Gilmour and Q&A. 1 CPD point available for attendance. Register your spot here: https://lnkd.in/ggPBQu_G Subscribe for our research here: https://lnkd.in/gg_HefWA

RaaS Research Group Stock Take Webinar Recording - BirdDog Technology It was great to get Graeme Carson's 'take' on video technology group BirdDog Technology (ASX:BDT) and to hear from CEO Dan Miall and CFO Barry (Michael) Calnon on their journey to date. Great Q&A from those who attended and well worth a view! Thank you to David Tasker and his team for curating this event! To catch the webinar recording click here: https://lnkd.in/giUJxPsV Subscribe for research: https://lnkd.in/gg_HefWA

RaaS Research Group Stock Take Webinar - BirdDog Technology -Wednesday 25 September 12pm AEST Looking forward to hearing from our senior analyst Graeme Carson and BirdDog Technology's CEO Dan Miall and CFO Barry (Michael) Calnon in our next Stock Take Webinar on Wednesday 25 September 12pm AEST. Register here: https://lnkd.in/gn9KA2MF Subscribe for research: https://lnkd.in/gg_HefWA A big thank you to David Tasker and his team for curating.

RaaS Research Group Stock Take Webinar Recording - Pureprofile (ASX:PPL) It was great to catch up with Pureprofile CEO Martin Filz and COO Melinda Sheppard and to give my 'take' on the company's FY24 results and outlook. Great presentations and great questions from the audience. A big thank you to David Tasker and his team for curating the event. The full video can be accessed on our YouTube channel: https://lnkd.in/g5SjSC8r Subscribe here for our research: https://lnkd.in/gg_HefWA