Updated: Feb 7
Inpixon is an indoor intelligence company that offers positioning, mapping, and analytics products to secure, digitize and optimize indoor spaces. Its indoor intelligence platform uses sensor technology to detect accessible cellular, Wi-Fi, Bluetooth, ultra-wideband (UWB), and radio frequency identification (RFID) signals emitted from devices within a venue providing positional information.
INPX designs, manufactures, sells, and resells various sensor and tag or transponder technologies and related positioning products. Jibestream, a mapping solution, provides enterprise organizations with the tools to add intelligence to indoor spaces by integrating business data with indoor maps. It also offers on-device blue dot indoor location and motion technology.
𝙄𝙣𝙥𝙞𝙭𝙤𝙣 𝙒𝙞𝙣𝙨 𝙄𝙤𝙏 𝙎𝙚𝙣𝙨𝙤𝙧 𝘾𝙤𝙢𝙥𝙖𝙣𝙮 𝙤𝙛 𝙩𝙝𝙚 𝙔𝙚𝙖𝙧 𝘼𝙬𝙖𝙧𝙙
The main driver for me to open the position on Inpixon was reading the recent news about the company winning the IoT Sensor of the Year Award. www.wsj.com/articles/inpixon-wins-iot-sensor-company-of-the-year-award-01610634946?tesla=y
According to Wall Street Journal (2021): ¨This is Inpixon's second consecutive IoT Breakthrough award. This latest award continues the consistent stream of third-party recognition garnered in 2020 which includes the 2020 IoT Sensor Product of the Year award for the Inpixon Sensor 4000, the Security Excellence Award for Inpixon Aware, and designation as a Visionary in the 2020 Gartner Magic Quadrant for Indoor Location Services, Global. ¨
🔹 HQ in Palo Alto, 69 employees
🔹 Market Cap of c.81.3M which is quite low and thus provides a big Upside Potential.
🔹 Short interest at only 5.9% which is relatively low for a small company.
🔹 Debt to Capital at 13.48%
🔹 Free Float of 99.38% which will assure volatility and opportunity for retail investors
🔹 Biggest Institutional Investor is Chicago Venture Partners with 0.53% of SO and Vanguard is third with 0.24%
@Kocourek did nice research about the company on Sunday and he found the below Top indoor positioning companies list (July 2020) medium.com/@cioapplicationsmagazine/top-10-indoor-positioning-solution-companies-c7713d071d57
My screens show me $CSCO as the main competitor - naturally of a totally different scale. In fact, I am potentially interested in opening the position here as it’s quite neglected and I see their tools everywhere in hotels.
INPX is certainly an interesting stock in a very attractive niche part of the market. I have been interested in such a business for a long time and actually wanted to build a smart home for myself once a native from my country pitched me the idea.
I like buying companies whose products I either have or am interested in buying. That’s exactly how I got attracted to $PTON which I believe is revolutionizing the way we live and exercise. INPX has the potential to revolutionize the way we live and how safe and secure we are (something incredibly important for me especially after my trip to Barcelona …)
At c.2% of the portfolio, it is a long term hold for me and my Copiers. Depending on developments, volatility, and portfolio rebalancing, we may be interested in increasing the position. $NSDQ100 $IWM $SPX500
PS. All my investments and portfolio are public. To join eToro please follow the link: https://bit.ly/3i7Yo3C