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Showing posts from June, 2021

Kollect on Demand

Kollect on Demand operates an online marketplace that connects customers (domestic and business) who need to dispose of waste with waste companies who collect it. The company operates in Ireland and was recently launched in the UK.   Disclaimer: I own stock in the company and I am most likely biased. Always do your own due diligence. This is not investment advice. Summary Two sided marketplace digitizing an offline industry Long runway in a large market as only 0,5% of waste services are booked online Founders with experience in waste management and technology that together own 51% of the company Undiscovered nano cap trading at an attractive price with a revenue CAGR of 103% from 2016 - 2020. 61% recurring revenues with low customer churn Steadily improving margins as the business scales Reopening of Ireland and the UK will drive revenue in the commercial business segment The waste management industry is an industry that has yet to undergo the transformation to digital. The company es