• Big Dish – Change in strategy to move to a SaaS model

    July 8, 2020 | Posted by

    By Richard Gill, CFA An operational update from food technology company BigDish (DISH) has revealed a change in the company’s strategy in the wake of the coronavirus’s impact on the restaurant industry. The headline news is that the company is moving from being a pricing reservations platform only to a complete dining solution for restaurants […]

  • BigDish – Virus fears could be positive for revenues, with recent 67% share price fall offering tremendous buying opportunity

    March 16, 2020 | Posted by

    By Richard Gill, CFA Prostitution, sport, airlines, bars, pubs and hotels are just a few of the industries reported to have suffered from sharp falls in demand in the past month or so as a result of coronavirus fears. According to trade body UK Hospitality, in recent weeks hotel occupancy has fallen by 15%, eating […]

  • BigDish – Off to a flying start in 2020. Renewed Buy call

    February 3, 2020 | Posted by

    Yield management platform operator BigDish (DISH) has announced an extensive operational update covering recent trading. The main highlight is that since the last update in November, when there were 177 restaurants live on the BigDish platform, restaurant numbers have increased by 150% and by 120% in January alone. There are currently 351 restaurants live on […]

  • Align Research Top 5 Conviction Picks for 2020

    January 7, 2020 | Posted by

    This year we have concentrated our coverage into those top 5 picks where we have the most conviction in price v fundamental reality rather than 10 in previous years. The lesson we have learnt over the last 4 years of operation as one of the most innovative research houses in the UK is that management […]