CLHI: Cheap way to play the highly valued data management business
I think at this point, most are familiar with Snowflake and the incredible reception it received after going public. Well, if you're looking for the next great data play, look at CLHI. The Data Source (TDS) is merging into this shell and several important announcements should be coming as early as next week.
TDS is in several high growth, high margin businesses: lead generation, data management, AI. Competitors including Snowflake, ZoomInfo, Datadog are valued anywhere from $15bn-$70bn. CLHI? Currently valued at $4mm. Moreover, TDS completed a capital raise which based on reasonable assumptions, likely put a post-money value of at least $150mm. Keep in mind, this offering was completed in early August and valuations in this sector have only gone much higher.
A couple of TDS officers are already listed on CLHI's profile page on OTC Markets (Robert Stephenson, CEO, and one of their compliance officers). More updates are sure to follow soon. TDS management is active on Twitter and has been "liking" several tweets that tie the company to CLHI and suggest the valuation is absurdly low in relation to the sector.
TDS has a high quality management team and Board already assembled and will surely be looking to uplist to the Nasdaq as quickly as possible. In particular, the company has an accomplished CFO who is well-prepared to take the company to the public markets.
