Samir Patel from Askeladden Capital on MIX Telematics $MIXT from Yet Another Value Podcast

Samir Patel from Askeladden Capital on MIX Telematics $MIXT

1 hour 2 minutes Posted Nov 14, 2022 at 1:45 pm.

Intro 

MIXT Overview 

MIXT's hardware to subscription switch 

The economics of a MIXT subscription 

What's the moat that prevents competitors entering the market? 

MIXT retention and churn 

MIXT high level valuation 

Precedent comps for MIXT 

Why did Askeladden send a letter to MIXT? 

Digging into MIXT's lack of growth and margin expansion 

MIXT's history of missing long term targets 

Would a PE takeout make sense for MIXT? 

MIXT's sales force 

Tracking MIXT's progress in the near term 

MIXT's recent chairman resignation and insider sales

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Show notes

Samir Patel, Portfolio Manager at Askeladden Capital, joins the podcast to discuss Mix Telematics (MIXT) and why he sent a letter to the company pushing for change.

Askeladden's letter to MIXT: https://www.accesswire.com/723191/Askeladden-Capital-Announces-Activist-Position-in-MiX-Telematics-NYSEMIXT

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