Activeport Group Ltd (ATV)

As a micro-cap technology company, Activeport is focused on growing its recurring revenue base and achieving scale. The company generates revenue through software licensing and usage-based fees from its customer base of MSPs and telcos. Recent financial performance has shown revenue growth from a low base, but the company remains unprofitable and is burning cash to fund its sales expansion, product development, and operational overheads. Key metrics for investors are customer acquisition rates, quarterly cash receipts (as reported in the Appendix 4C), and the pathway to achieving cash flow breakeven.

Activeport's growth strategy is centered on expanding its channel partner network of MSPs and telcos globally, particularly in North America and Southeast Asia. The company aims to position its software as a critical tool for providers managing the increasing complexity of cloud connectivity and remote work. Upcoming catalysts include the signing of significant new customer contracts, particularly with larger Tier-2 telcos, which would validate its technology and accelerate revenue. The long-term outlook depends on its ability to compete with larger, established players and successfully scale its high-margin, recurring revenue model to achieve profitability.