Êtes-vous satisfaits de ces résultats?
Très satisfait pour ma part. Ça fait longtemps que beaucoup de gens attendaient ce moment (l’atteinte de flux de trésoreries positifs).
Je ne sais pas ce que ça dira pour le titre mais voila (tire de smallcapdiscoveries. com) :
Ackroo and Benbria® Announce Partnership
OTTAWA, May 22, 2018 (GLOBE NEWSWIRE) – Ackroo Inc. (TSX-V:AKR) (OTC:AKRFF) (“Ackroo”), a gift card, loyalty, and rewards technology services provider, and Benbria Corporation, developers of the Loop® omni-channel customer engagement and experience measurement platform, announced that the two companies have signed a joint marketing partnership agreement to help develop and expand their customer bases. Through this agreement, Ackroo and Benbria will co-market their respective platforms to each of their current and prospective hospitality and retail merchant clients.
Ackroo plans to leverage Benbria’s Loop® platform to further help amplify their client’s ability to engage, understand, and build stronger one to one relationships with their customers. At a time when businesses want to learn from and communicate more effectively with their customers, the adoption of such technology has become critical. Loop® delivers a unified platform designed to help businesses measure the customer experience as well as engage with them on their preferred communication channel. This ability to measure and message in real-time from a single solution is helping leading brands better understand the voice of the customer and deliver a differentiated experience.
“The partnership with Benbria was a logical next step for Ackroo as we look to further differentiate in the marketplace,” said Steve Levely, Chief Executive Officer at Ackroo. “Our clients use our platform to not only help them attract, know, and grow their customers; they also use our platform to help engage and retain their best ones. The fit with Benbria, and their suite of solutions focused on the customer experience and retention through engagement, is a natural one.”
In return, Benbria clients will be exposed to the great value of Ackroo’s finance and marketing platform. With it, they will not only have the ability to better manage valuable currencies like physical and digital gift cards, but also gain even greater insight and drive more behaviors through Ackroo’s promotional and loyalty rewards currencies.
"This is a great enhancement for both organizations and our respective clients,” commented Jordan Parsons, Chief Executive Officer at Benbria. “Hospitality and retail customers are looking for full-service solutions and partnerships like these are key. We are looking forward to working with Ackroo to collaborate on joint solutions with existing and future clients at both companies.”
The two companies plan to start co-marketing their services to their respective clients in the coming week as well as working on more unified solution offerings in the coming months.
About Benbria
Benbria® is a leader in omni-channel customer experience measurement and engagement solutions, helping the world’s most customer-centric brands deliver a superior experience that goes above and beyond their competitors. Using a variety of mobile, online, and on-property technologies - including SMS, email, web, in-app and messaging channels, as well as kiosks - the company’s Loop® platform enables brands to capture real-time insights into the customer experience as well as message with them to engage or recover. The platform also directs this real-time customer feedback, requests, concerns, suggestions, and positive input to the right team members to deliver a timely and informed response.
With over 1,400 client locations in 20 countries and a network of global sales partners, Benbria offers both global reach and local expertise within multiple markets and verticals. For more information, visit www.benbria.com.
About Ackroo
Ackroo provides gift card and loyalty processing solutions to help retail and hospitality merchants of all sizes attract, retain and grow their customers and their revenues. Through a SaaS based business model Ackroo provides an in-store and online automated solution to help merchants process gift card & loyalty transactions at the point of sale, provide key administrative and marketing data, and to allow customers to access and manage their gift card and loyalty accounts. Ackroo also provides important marketing services to assist their merchants with utilizing Ackroo’s technology solution. Supporting over 4,000 client locations in North America, Ackroo is headquartered in Ottawa, Canada. For more information, visit: www.ackroo.com.
For information on Ackroo, please contact:
Steve Levely
Chief Executive Officer | Ackroo
Tel: 613-599-2396 x730
Email: slevely@ackroo.com
For information on Benbria, please contact:
Nicole Jardim
Benbria Marketing
njardim@benbria.com
Petite observation ce matin:
Les revenus de Ackroo ont augmenté de 519k au Q1 2018, principalement grâce à l’acquisition de KESM/Loyalmark, alors que le BAIIA a augmenté de 234k.
C’est une marge BAIIA de 45% sur les revenus incrémentaux.
J’ai hâte que le marché réalise le potentiel de levier opérationnel.
Phil, je n’ai honnêtement pas regardé en profondeur, mais peux-tu conclure que l’augmentation de BAIIA est attribuable uniquement à ces nouveaux revenus ou certains efforts auraient été fait au niveau des coûts existants? Simple curiosité!
Je ne crois pas que les coûts pourraient diminuer encore plus bas pour la même base de revenus, à moins de s’entendre avec les anciens propriétaires de KESM/Loyalmark pour casser leur contrat d’emploi / consultation de 140k$ par trimestre.
Lassonde: une stratégie de consolidation à copier-coller
Voici donc les critères généraux que j’estime importants dans l’identification d’un consolidateur à succès:
Le marché est fragmenté et caractérisé par la présence de nombreux joueurs locaux ou régionaux.
Le consolidateur a fait ses preuves dans le passé. Son équipe de direction a développé une expertise pour acheter à bon prix et pour intégrer ses acquisitions de manière efficace. Elle est en mesure de réaliser rapidement des synergies en intégrant les activités acquises.
L’acquéreur paye ses acquisitions principalement en espèces et émet de nouvelles actions parcimonieusement.
La direction est disciplinée et patiente quant au prix qu’elle est prête à payer pour une acquisition.
Les entreprises acquises oeuvrent dans le même secteur que l’acquéreur, ce qui simplifie grandement leur intégration.
L’acquéreur dégage des flux de trésorerie libres importants qui lui permettront de rembourser rapidement la dette contractée pour compléter une acquisition.
Bien souvent, les dirigeants du consolidateur possèdent beaucoup d’actions de leur entreprise, ce qui, à mon avis, les rend plus disciplinés et prudents dans leur stratégie d’acquisition.
Après la débâcle de Dealer Rewards Canada, je crois que le modèle d’acquisition de Ackroo s’est de beaucoup amélioré.
Il remplit ou est en voie de remplir tous ces critères selon moi. La dilution va diminuer grandement maintenant que la compagnie est cash flow positif et les initiés détiennent 51% des actions.
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Nouvelle présentation aux investisseurs www.ackroo.com/wp-content/uploads/2018/07/Ackroo-Investor-Deck-July-2018.pdf
Ackroo makes further petroleum enhancements to AKR3
OTTAWA, July 10, 2018 (GLOBE NEWSWIRE) – Ackroo Inc. (TSX-V:AKR) (OTC:AKRFF) (“Ackroo” or the “Company”), a gift card and loyalty marketing technology and services provider, today announced they have added more point of sale integration options and market related features to better support their growing petroleum client base. Today Ackroo supports 7% of the almost 12,000 gas stations in Canada through their platform with an active current and prospective customer sales funnel that will allow Ackroo to organically grow to over 10% in the next 18 months. With these plans and the intent to also expand into the US the Company is very focused on developing their product and services around this key business segment. Some of the recent enhancements include:
Bulloch Technologies Point-Of-Sale integration for gift card and rewards
Innovative Control Systems (ICS) unattended car wash integration
Car wash pass (preload multiple car washes in advance)
Verifone’s AJB middleware gift card integration
Pre-authorized gift card at the POS and Pay at the Pump
Points rewards as a compliment to currency and unit rewards
C-Store rewards and Fuel rewards including instant cents off per litre discounts
Advanced customer and purchase based campaign options (segmentation, overlap etc.)
ROI reporting and dashboards
plus many more important advancements to better support and grow this merchant base
“Petroleum is a key growth business segment for Ackroo,” said Steve Levely, chief executive officer at Ackroo. “In 2018 we began specializing our product and operations around our 4 key business segments; Automotive, Petroleum, Hospitality and Retail. Of these 4 segments Petroleum represents one of our greatest opportunities for growth as fuel retailers are actively looking for ways to differentiate from their competitors, shift spending from the pump’s to the C-store while creating overall lift in the amount spent per visit. These are all challenges that our platform certainly helps solve and with our experience across brands of all different sizes we are able to not only provide the technology but also the industry expertise to guide our merchants to success. We are excited about the great work our product team has done thus far in 2018 for petroleum and we look forward to the many enhancements we will be doing in the future as we look to remain a market leader in this area.”
Questrade vient d’acheter 835k actions (66.8k$ ish). Possiblement un cross, 800k vient de Cannacord.
C’est quoi un cross ?
Ce n’est peut-être pas le bon terme car c’est deux courtiers différents mais en gros je voulais dire lorsqu’un achat et une vente sont planifiées pour être fait en même temps.
Par exemple lorsque quelqu’un veut vendre une position substantielle dans un titre illiquide et qu’il se trouve un investisseur intéressé à acheter ses actions.
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La présentation ne me semble pas assez transparant aux investisseurs:
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Slide 11: on fait la comparaison avec des peers, mais juste sur base des ventes, CAGR des ventes et multiples de ventes. On oublie de parler des marges, cash flow et comme mentioné ci-dessous, on ne prend pas en compte les acquisitions qui ont été faits. C’est l’information qui montre probablement pourquoi la sous-evaluation existe.
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Slide 17: les ventes et la CAGR des ventes de 41% de 2012 à 2018 est naturellement impacté par les acquisitions qui ont été faits. Je dirai qu’il faut montrer au même moment l’évolution du nombre d’actions en circulation d’environ 10 million en 2012 à plus que 70 million à ce moment-ci, qui montre qu’on a acheté la plupart des ventes.
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slide 18: la projection des états financiers est toujours intéressant, mais dans ce type de présentation il y a normallement aussi de l’info sur l’historique des états financiers. De nouveau de l’info qu’on ‘oublie’ de donner aux investisseurs et qui montre en faite pourquoi Ackroo est sous-evalué pour l’instant.
Un autre achat substantiel, 855k actions (68.3k$) de National Bank Financial cette fois-ci.
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$AKR.v - @Ackroo recent PR was shared by Verifone. Great validation! https://t.co/UY8UW8Ad8L
— Espace MicroCaps (@espacemc) 16 juillet 2018
Ackroo announces Q2 Financial results with 61% YOY growth
Deuxième trimestre consécutif avec des flux de trésoreries positifs, et légèrement meilleur que le premier trimestre. Compte tenu que les T1 et T2 sont généralement les plus faibles de manière saisonnière, je m’attend à une amélioration continue des résultats pour le reste de l’année.
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