Admicom - Pioneer of construction industry digitalization

In my opinion, for Admicom, a turn for the better will start to show once there is a positive change in new customer sales to larger companies… my understanding is that successful deals are currently skewed toward smaller firms, as there hasn’t been any significant growth in ARR (Annual Recurring Revenue). Although the stock’s valuation seems low historically, I believe the current valuation is justified by the lack of a clear outlook for a growth turnaround.

AI solutions will certainly help to some extent in the future, but I don’t really see what kind of revolutionary changes could be made in that area that would allow them to sell additional features with excellent margins.

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