SenSen Networks (ASX: SNS)

Last close As at 24/02/2024

AUD0.03

0.00 (−3.45%)

Market capitalisation

AUD22m

SenSen Networks is an Australian live awareness company with a global presence. Its SenDISA platform uses AI to provide real-time insights across cities, retail and gaming, where its versatility provides opportunities across verticals and geographies.

Innovations in cloud technologies, mobile connected devices and Internet of Things are proliferating the amount of data available to companies and are primary drivers of AI technology. The popularity of platforms like ChatGPT underscore momentum in the sector and highlight rising public interest. SenSen operates in a less concentrated market with its live awareness technology but could still leverage this momentum with its proven software.

Latest Insights

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TMT | edison tv

SenSen Networks – executive interview

TMT | edison tv

SenSen Networks – executive interview

Digital signals flying over highway. Digital transformation. Internet of Things.

Sector

TMT

Equity Analyst

Max Hayes

Max Hayes

Associate Analyst

Dan Ridsdale

Head of Technology

Key Management

  • Christian Stevens

    CFO

  • David Smith

    Executive director and COO

  • Subhash Challa

    CEO

Balance Sheet

Forecast net cash (A$m)

3.9

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (12.5) (30) (44.8233)
Relative (14.3133) (35.2287) (47.2667)
52 week high/low A$0.1/A$0.0

Financials

SenSen is focused solely on the high-growth smart cities market, following a restructuring and streamlining in operations to support a more sustainable, scalable growth profile. Momentum is positive. The recent contract win with Australia’s heavy vehicle regulator is its largest to date and has potential to scale, reinforcing our view that there may be significant unlocked value within the company’s client base. While the shares trade at a discount to peers, progress in the US and further scale ups over the course of this year could be catalysts for a much larger growth opportunity to be priced in.

Y/E Jun Revenue (A$m) EBITDA (A$m) PBT (A$m) EPS (fd) (c) P/E (x) P/CF (x)
2022A 9.1 (7.6) (8.4) (1.40) N/A N/A
2023A 10.8 (5.1) (6.1) (0.91) N/A N/A
2024E 13.4 2.6 1.9 0.21 13.3 10.3
2025E N/A N/A N/A N/A N/A N/A

Thematics

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