Frequentis: Flying Under the Radar with High Potential
✈️ This small-cap company dominates the niche market of air traffic control software, boasting significant competitive advantages and high market share.
📈 Frequentis shows strong potential for margin expansion, aiming to double margins in its main segment, mirroring past success in other areas.
🤫 With minimal analyst coverage and low liquidity (only 22% float), large funds struggle to invest, creating a unique opportunity for individual investors.
Frequentis: Flying High with Critical Airport Software?
✈️ Frequentis provides essential, mission-critical air traffic control communication software for airports, ensuring stable demand even during downturns like COVID.
🔒 The company benefits from a strong market position (30% share), high barriers to entry (reputation, government clients, R&D), significant switching costs for customers, and a debt-free balance sheet.
💰 With 55% recurring revenue, strong family ownership (70%), and a strategic shift towards higher-margin SaaS models, Frequentis presents an attractive opportunity, especially for retail investors due to its small size and low float, particularly following recent price dips.
