XPON Technologies is going for growth in FY22, and is not ruling out further acquisitions to do so. Founder and MD Matt Forman details the strategic growth plan, and explains how it achieved 91% recurring revenue in the half. XPON is bolstering its staff across its geographies to help fuel its expansion, and score new customers. Matt also gives his view on the metaverse, and whether it’s too soon to know how it will all pan out.

Dean Fergie from Cyan Investment Management says top line growth for XPON look good – he invested in the company’s IPO and he’s holding. He reckons investors might be concerned about additional expenses, but Dean points to gross profit margins rising, and says its share price performance is a credit to the business, considering how hard the tech sector has been hit so far this year. Switching sectors, and Dean gives his verdict on online retailers. He says it’s difficult to pick where we’re at in the cycle, so investors would be wise to pay attention to valuations as the companies cycle strong pandemic comps, and deal with the the triple whammy of costs, logistics and supply chains.

Ausbiz – XPON Technologies | Dean’s take on XPN, ADH, & MBH