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Below I have written a high-level summary of SkyFii (ASX:SKF) and the places my research took me after reading an autistic DD here several months ago by u/B0bcat5 I've sourced my findings from writings and research by the team at ARichLife (ARL) and Canaccord Genuity estimates by Owen Humphries. Links to these publicly available documents are at the bottom of this post and if you are interested in low-market cap tech stocks with an established business model and massive potential for growth I suggest you read the articles, particularly because the Canaccord team do a good job of highlighting the risks.
WHO ARE THEY?
SkyFii sells software that lets a huge variety of businesses understand and monetise customers and foot traffic using data analytics. They provide physical venues with analytics and software to help streamline operations (translation: reduce costs) and improve the visitor experience (translation: drive more sales).
WHAT DOES THEIR PRODUCT DO?
They can collect this data from multiple sources including public wifi, CCTV or other cameras, people counters, and other IOT or monitoring devices that might be installed around such facilities, and it can function with existing CRMs.
This is achieved through three software products and a Services division:IO Connect (Wifi, Security/CCTV Cameras)IO Insight (Real-time customisable data monitoring and report generation)IO Engage (Targeted messaging using inputs from the above modules)IO Labs (an analytic division that helps customers extract more value from their data)
Customers can then analyse this data and make marketing or business process improvements to achieve tangible positive outcomes. Precisely how they benefit depends on the nature of the customer obviously, but retail customers can use it to improve store layouts, stadiums and hospitals can use it for crowd flow and management, airports can use it for targeted advertising, crowd traffic and flow, etc, etc.
HOW DO THEY MAKE MONEY FROM THIS?
Customer base is broad, including shopping centres, stadiums, airports, universities, gyms, smart cities, casinos, cultural centres, retail outlets and hospitals.
Customers typically purchase IO Connect and IO Insight, and then where applicable might progress to IO Engage. This turns into Annually Recurring Revenue. Non-recurring revenue is generated through IO Labs services work.
According to the article by ARL: "subscriptions range from $50 per month for a small space such as a quick service restaurant up to $15,000 per month for the largest venues such as airports and stadiums. Software contracts are typically signed for three or five years and customer churn has been less than 1% since inception." These typically attract an 85% gross margin. They also generate services revenue as mentioned above by providing that data science analytics. This is a mix of recurring and one-off. Finally there is some non-recurring revenue for hardware installations (wifi, cameras, etc).
VALUATION
With recurring revenue at $11.5m per annum and a market capitalisation of about $62.4m at $0.205 it's at a reasonable MC/ARR multiple of ~5.4x while carrying $3.4m in cash. Their last quarter was cashflow positive, however, that leaned heavily on a $982k government grant which may or may not be repeatable. Cannacord maintain a price target of $0.30 but I believe significantly more is plausible.
Canaccord also highlighted the improved traction in the North American market announced in the most recent briefings, namely six new customers and a 97% retention rate.
I've included the three articles I used to make my investment decision, two by the team at ARichLife and one report by Cannacord Genuity.
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SOURCES
20 FEB 2020: https://arichlife.com.au/skyfii-ltd-asx-skf-a-promising-saas-consulting-hybrid/ 19 JAN 2021: https://canaccordgenuity.bluematrix.com/sellside/EmailDocViewer?encrypt=cb7b9685-e239-4bfa-abf5-766698156a8d&mime=pdf&co=Canaccordgenuity&id=ERS@asx.com.au&source=mail 31 JAN 2021: https://arichlife.com.au/2-software-stocks-with-2-year-tailwinds/

A stormy afternoon gave way to a dark and brooding night. The night progressed and while the wind settled, the clouds lingered low. For Annabelle O’Neill, the pain became unbearable as the night churned towards an uncertain dawn. With one last push, the child finally arrived.
It was October 14, 1972. Julian O’Neill was born.
Brian Julian ‘Julian’ O’Neill had a troubled childhood that scientists have often cited to settle the old ‘nature vs nurture’ debates that raged during boozy academic piss-ups at esteemed establishments such as ANU’S Bar and Half and Harvard.
His mother died when he was 5 and his dad died when he was 6, with Brian being raised by his grandparents. While his grandparents are probably dead now, they weren’t dead when Brian was in their care.
Brian didn’t care much for traditional schooling, preferring to pursue sporting endeavours. He represented Australian Schoolboys in both Rugby League and Cricket at the same time. Unfortunately, the sport of Crugby failed to capitalise on its potential and a devastated Brian had no option but to chase a dream of playing the inferior game of Rugby League.
At age 14, Brian got extremely sunburnt and was given the nickname Fryin Brian. This caused extreme angst to poor Fryin Brian, so to avoid further occurrences, instead of just applying sunscreen or putting on a hat, Brian decided on a more drastic approach and formally changed his name to Julian.
After making another Australian Schoolboys team and impressing scouts with his refined Crugby skills, a year later Julian signed with the Brisbane Broncos. He was groomed to take over Walter Lewis’ five-eight role. Instead, he showed potential at fullback and played there during 1992, winning a premiership at age 18. He then won another one the following year in 1993. Although no official records are available, it is believed Julian was at that point 19 years old.
1993 was a big year for Julian, he also made his State of Origin debut in game II off the bench and started game III at five-eight.
1994 comes around and Julian is on top of the world. At 21 he was a dual premiership winner and state of origin representative. Who else can say that? I mean there are probably some others, don’t @ me but there wouldn’t be many. Late at night neighbours would often hear him yelling out ‘Look at Fryin Brian now!’
This feeling of invincibility started to slowly permeate Julian’s off-field actions and behaviours. Some quick maths: (Invincibility + money + lack of accountability + XXXX) / number of living parents = debauchery and general miscreance + XXXXX.
Note 1: XXXX = XXXX Gold, not an unknown integer.
Note 2: XXXXX is a typo.
Julian began to drink heavily and frequented the many casinos on the Gold Coast. There is actually only one casino however to an intoxicated Julian there appeared at least 4. His favourite game was blackjack, and he spent a large amount of time and money at the tables. During one especially profitable session Julian urinated under the table, seemingly forgetting casinos have more cameras than Princess Diana’s crash scene. Julian was charged with indecent exposure, offensive behaviour, soiling a carpeted venue with bodily fluids, and for some unexplained reason, fraud. The Broncos did what the Broncos do and all charges were dropped, with Julian being awarded costs.
At the end of 1995 Julian went to England and was caught drink driving. His defence of ‘I didn’t know it was illegal over here’ didn’t sit well and he was charged. The Broncos had enough and he was sacked.
Julian decided to stay in England and signed with the London Broncos. At the end of the season Julian was caught drink driving. His defence of ‘I completely forgot it was illegal over here’ didn’t sit well and he was charged. The Broncos had enough and he was sacked.
Julian returned to Australia and signed with the Western Reds for the 1996 season.
Julian was briefly engaged to swimmer Sam Riley, however she called it off after becoming frustrated with his alcohol consumption and wild behaviours. Riley failed a drug test prior to the ’96 Olympics after supposedly taking one of Julian’s ‘Smiley Pain Pills’, however the exact source of the failed test was never determined.
1997 started well with Julian playing for Qld in the Super League Tri-Series and representing Australia in the inaugural ANZAC test. Midway through the ’97 season Julian was again caught drink driving. His defence of ‘I didn’t know it was illegal over this side’ didn’t sit well and he was charged. The Reds had enough and he was sacked.
Despite the writing on the wall, Julian was signed by the Rabbitohs midway through 1997 in the coward infested ARL competition, also playing for Qld in game II of Origin.
Speaking of writing on the wall, during the 1999 pre-season the Rabbitohs travelled to Dubbo. The squad really bonded during the tour and it cumulated in Julian scrawling ‘SSTID’ in his own faeces on the wall of his hotel room, continuing the tradition of all great South Sydney pre-season camps. Not convinced the bonding was yet strong enough, Julian then shat in his teammate Jeremy Schloss’ shoe, uttering the immortal words: “I just shat in Schlossy’s shoe”.
Julian was not fired by Souths.
Julian signed with the North Qld Cowboys for the 2000 season and made his last Origin appearance in Game II, until he played again in Game III.
In 2002 Julian returned to England, narrowly avoiding Interpol’s Red Notice and signed with Wigan. Julian’s dyslexia came to the fore in mid 2003 when he accidentally turned up at Widnes training. Instead of further confusing Julian, Wigan agreed to release him and he stayed with Widnes.
In 2004, Julian again showed his team how to pre-season party, somehow convincing the Widnes squad to tour Australia. On a trip to Port Macquarie, the team went on a booze cruise up the mighty Hastings river. Julian took exception to a talking dolphin, which was actually a 13 year old boy wearing a foam costume. He took his cigarette lighter to the dorsal fin and set alight the $5,000 nylon and foam rubber suit with the child inside that was, according to the father ‘very difficult to get into and is impossible to get out of without any assistance’.
Julian then stripped down to his jocks and dived overboard, contravening the waterways authorities laws of NSW and jeopardising the tour company’s ability to operate in the future. Julian swam to shore with the cheers of the greater Widnes squad echoing all the way to Settlement City. Julian flagged down a passing car and somehow convinced the driver to take him back to Port Macquarie in his wet undies.
Note 3: the boy was unhurt and the melted dolphin costume now resides in the Port Macquarie Visitors Centre, next to James Magnussen’s Olympic silver medal flower bouquet (wilted).
Julian was not fired by Widnes.
In 2004 a now dry Julian travelled to France to play rugby, establishing the path for all reformed footy bad boys. Julian struggled with the language, culture, laws, fashion, government, cuisine and rules in France. He returned to the Super League in England in 2005, before retiring after a Challenge Cup game for Leigh in 2006.
Julian has lived a fairly quiet life since retiring. His son is pursuing a career in rugby league, and Julian gets to watch him play every third Saturday. He is an avid Facebook user, frequently trolling and beefing with other ex-players such as Jack Elsegood. He has also proudly participated in every viral ‘challenge’ ever created, from the ice bath to the raw egg eating challenge, raising over $70 for Dolphin Rescue. Julian also runs a YouTube channel on how to win at the pokies.

Hello! My small family and I will fly into Munich for a few days for shopping (toys and luggage), then fly to South of France for relaxation and more shopping (designer goods). I am looking for suggestions to improve our itinerary, we leave end of August and our 3 year old is coming with us.
We are interested in

1. touring palaces and villas,
   
2. food (I researched a few restaurants and bakeries), &
   
3. relaxing in hotel pools.
   

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Day 1, Thur: Munich - Arrive in early afternoon, pizzaesco and True & 12, pool time at hotel
Day 2, Fri: Munich - Residenz, Steingheil 16 for lunch, Old Town, Mustafa's doner kebab for dinner
Day 3, Sat: Munich - Wienermarkt or Hofbraukeller, shopping for luggage and toys, English Gardens, pool time at hotel
Day 4, Sun: Munich/Fly to Nice - Munich shopping and English Gardens, fly to Nice for 3 nights, Oliviera for dinner
Day 5, Mon: Train to Monaco - aquarium, changing of the guards at Palace, Maison des Pates for lunch, casino, and gardens (will major shops be open Monday, and are prices better in Nice or Monaco for designer goods including VAT refund?), need Italian restaurant recommendation for dinner in Nice
Day 6, Tue: Nice - Morning market at Cours Saleya, Villa Ephrussi de Rothschild & Villa Kerylos, pool time at hotel, La Merenda for dinner
Day 7, Wed: Drive to Provence - Drive to Aix for 2 nights, driving is preferred over train since we have toddler and will have lots of luggage (thinking about stopping in Cannes or Arles, and Vedun Gorge enroute, which one?) Boot Grill BBQ for lunch, Restaurant Le Gambetter for dinner
Day 8, Thur: Provence - Morning market in Aix, Chateur La Coste for wine/art/architecture, Gordes for Abbey Notre Dame de Sananque, and maybe Isle sur la Sorgue if we are not too tired, pool time at hotel, L'Incontournable for dinner
Day 9, Fri: Provence - Avignon, St. Remy, Carrieres de Lumieres (is it better to drive and be in Avignon in the morning or afternoon for sightseeing?), need Avignon lunch recommendation, La Table for dinner
Day 10, Sat: Drive to Marseilles - Sightseeing, La Refuge for lunch, Moroccan restaurant with Bastilla
Day 11, Sun: Fly home from Marseilles
Thanks!