Stock daily read

What happened with AZ today?

Why it moved
Explains possible causes using the day’s news and filings
Moving with the market?
Uses market moves and trading volume to assess what drove the change
What to watch next
The next thing that could change the call, and what to look for

No read yet

Uses news and trading volume to explain the day’s move and how it relates to the market.

Investment outlook

AZ in three months: buy, wait or sell?

Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.

In the report
  • Buy / Wait / Sell rating
  • 3-month target price
  • Bear · Base · Bull
  • vs. the market

Company

Company overview

A2Z Cust2Mate Solutions Corp. directs most of its investment and product development toward Cust2Mate smart carts for supermarkets and large grocery stores. The carts identify items, keep a running shopping total and let shoppers pay electronically at the cart. Retailers pay A2Z for the equipment and ongoing services; the money shoppers spend on groceries is not the company’s revenue.

A2Z has sold carts outright with monthly maintenance charges and intends to shift toward subscriptions, while retaining the purchase option. Under the intended model, it keeps ownership of the carts and collects an upfront payment plus monthly fees covering hardware, software, maintenance and support. Yochananof has placed an order with upfront and monthly per-cart payments.

The company also manufactures and sells precision metal parts, including parts used in its carts. This business supplies most of its revenue and serves a broad customer base. Revenue comes from Israel, and smart-cart revenue has depended on one customer, Yochananof. Expanding the cart business depends on retailers deploying the systems and outside manufacturing partners supplying them. Revenue does not yet cover operating needs, so A2Z also depends on funding from investors.

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Source: SEC filing

Red flags

Know what’s buried in AZ’s filings before you buy

The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.

Sorted into
  • Happening now
  • Could go wrong
  • Built in

Moat

AZ says it has a moat. Does it hold up?

Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.

Each edge rated
  • Strong
  • Moderate
  • Limited
  • Unproven

Related companies

A2Z Cust2Mate Solutions Corp.’s results hinge on its Israeli precision-metal-parts business and turning smart-cart orders from Yochananof, Trixo and Super Sapir into deployments and recurring revenue, rather than on the industrial and robotics companies supplied for comparison.

Agenda

in 23 daysThu, Nov 12

  1. Time to be announced
    Major

    A2Z Cust2Mate Solutions Corp. earningsThis company

    A2Z Cust2Mate’s report will show how much revenue its smart-cart deliveries and precision metal-parts sales each bring in.