2015 Technology Investor Forum - Update

Niv Dagan

Peak Asset Management

Good Evening, This morning, we attended the 2015 Technology Investor Forum. Some of the presenters included Gary Weiss (Director, TOP), Matt Barrie (Exec Chaim, Freelancer), Jason Ashton (CEO, Big Air), Jamie Pride (CEO, Reffind) and Jason Marinko (Exec Chair, Spookfish) All firms presented extremely well, but the standout was Matt Barrie from FLN, who talked about the huge growth the company is generating from overseas (88% gross margins) and the integration of Escrow.com, would be a huge catalyst for the stock in the near-term. Other stocks to keep a close eye on include RFN, which is up ~ 500% since debut…. Incredible….. Jason Ashton (BGL), also discussed the recent consolidation in the telecommunications sector (MTU, VOC, AMM, TPM) and what it means for the stock. We do like the sector overall and see further upside. If you have interest to hear our thoughts on the above companies, please don’t hesitate to be in touch. Niv


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Executive Director
Peak Asset Management

Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional,...

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