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Multiple things at play:
1. The FDA will resume onsite inspections.
2. There's 500k+ cos in the USA supply chain, 60k of them use Repositrak.com
3. The EU, LatAm, and Asia will push forward in implementing.
4. Amazon and Walmart are cartels and will enforce heavy standardization and compliance across their supply chain/sourcing.
5. 50% of all virtual audits in the USA are completed with this software.
6. The admin and clerical work are all very automated. They've scaled audits without significant headcount increases.
7. It is the source of truth on food sourcing and more.
8. Company converted sales revenue to subscription over the course of a year.
9. This is a profitable SAAS, margins are ~70% .
10. They're supply chain systems agnostic.
11. If the food supplier or supply chain co modulates things, it auto-updates inside the repositrak system.
12. I think we're in the blast radius of many more food and produce viruses, bacterias, and fungus's and traceability and food supply chain stress will drive up the price and post $10, the eyeballs on $PCYG.
13. There will be different startups that pop up that address components of the things that $PCYG addresses - but none will fully address all the issues.
14. There is no real time updated nutrition, ingredients, and sourcing API that is accurate for restaurants and food sold at grocery stores. As the compliance based source of truth, PCYG could beat out nutrionix, and all the other companies that don't have the data.
15. I missed out on investing in Instacart, this is my closest bet on them.
16. They raised prices several times and had negligible churn.
How did you come up with $80?
Rising Star
Interesting, I will look into this further. The core question here is whether they have the resources to capture the market that should be theirs.
How did you get to 80 dollars? This has been under 10 dollars for 20 years...