Is This Penny Stock Positioning for a Good Upside?

Team Veye | 02-Sep-2024

FY24 has been a transformational year for Mach7, which is currently one of the Best Penny Stocks to invest in right now, as it has been able to lay the foundation for future growth. While achieving its FY24 guidance for sales orders, revenue and opex growth, the company is also cashflow positive as it transforms its sales model. 

MACH7 Technologies Limited (ASX: M7T)

MACH7 Technologies Limited (ASX: M7T), in its FY24 annual results for the period ended 30 June 2024, reported a robust performance, meeting its guidance across key metrics. Mach7 is in a strong financial position being debt free with a cash balance of A$26.2M, its highest level in four years.

The Contracted Annual Recurring Revenue (CARR) at A$27.9 million as of June 30, 2024, marking a 35% increase or A$7.3 million year-over-year. The Annual Recurring Revenue (ARR) run rate reached A$22.0 million, up 29% or A$5.0 million from the previous year. 

Recurring revenue grew 29% to A$21.1 million, representing 72% of total revenue compared to 54% in FY23. Operating expenses increased by 13%, in line with guidance, while the company maintained positive operating cash flow and achieved its target of being cash flow positive for FY24. 

Mach7 Technologies remained debt-free and saw total receipts rise 42% to A$34.9 million. The shift to subscription sales had minimal impact on cash flow, as Mach7 achieved A$3.5 million in positive operating cash flow due to effective cost management, higher license renewal fees, and predictable subscription revenues. Additionally, capitalized R&D costs totalled A$0.2 million.

Mach7 Technologies as among the Top Penny Stocks, is well-placed to capitalize on the fragmented medical imaging market and the shift from acute to ambulatory care settings. The company has a strong sales pipeline, offering substantial opportunities with both new and existing customers across various regions, care environments, and product combinations. For FY25, Mach7's focus will be on acquiring new customers and converting a diverse pipeline of opportunities. The company plans to invest between A$2 million and A$3 million in product innovation, people, processes, and tools to strengthen its competitive position and scalability. This investment aims to support Mach7’s objectives of delivering outstanding enterprise solutions, driving recurring revenue growth, and maintaining its path to profitability. Expectations for FY25 include a 15-25% increase in Contracted Annual Recurring Revenue (CARR) and revenue, with operating expenses expected to grow at a slower rate than revenue.

Mach7 Technologies is one of the Penny Stocks to Buy, as it is making impressive strides, driven by its solid financial performance and strategic focus on subscription revenue and innovation. The company's debt-free status and substantial cash reserves provide a strong foundation for future growth. As it continues to capitalize on market opportunities and invest in key areas, Mach7 appears to be a compelling investment in the healthcare technology sector. While the path to profitability remains challenging, its proactive approach to expanding its customer base and enhancing its offerings suggests a positive outlook. Notably, subscription and maintenance contracts now represent 83% of Mach7's total sales orders, a marked increase from previous years. Renewals have achieved a record high, totaling $37.5 million, or 61% of total sales, while new customer acquisitions, including significant projects such as the Veterans Health Administration, contributed $13.2 million, or 22% of total sales.

Source: Company’s Report

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