MicroCapClub Invitational: ViryaNet (VRYAF)

Ian Cassel 2014 Invitational, Blog Leave a Comment

ViryaNet (VRYAF) is a provider of mobile workforce and field service management software. Companies in field service intensive industries, such as utilities and telecoms, rely on ViryaNet’s solutions to optimize their mobile workforce and respond to scheduling changes in real-time. We were first drawn to the company by it’s compelling valuation, blue-chip customer base, and niche positioning, where it has been recognized as an innovator in the $1.5B field service management industry. The company’s flagship product, ViryaNet G4, has gained traction lately through the support of a key partnership with GE Energy, leading to an impressive 34% increase in revenues and 155% increase in total bookings for the third quarter of 2013. CEO Memy Ish-Shalom and Chairman Samuel HaCohen together own over 20% of the shares outstanding and have demonstrated their confidence in the business recently through open-market purchases. With ViryaNet’s addressable market only 25% penetrated and a new cloud-based solution in the offering, we believe the company can continue its double-digit growth trajectory in 2014 and attract more attention as management tells their story to investors.

Disclosure: Ian and Brandon are LONG ViryaNet. This presentation was recorded on January 27th. All participants were not active in the stock on January 27th. The company DID NOT compensate MicroCapClub to present.

More information on the MicroCapClub Invitational and presentation schedule can be found [HERE].

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap). MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Our goal at MicroCapClub.com is quality membership, quality stocks, and quality content.  If you are an experienced microcap investor, feel free to Apply today.

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