RE:RE:RE:JeffriesTAAT2022 wrote:
Are you that thick gumshoeman? Equity investors buy into the FUTURE revenues after they see TAAT under the hood. These are sophisticated investors who see value at these insane cheap prices. Q4 showed the struggles of TAAT completely reworking the base material to better meet customers expectations. Q1 will show those struggles put TAAT on the right path to begin building out, with a winning product. Q4 was $400k therefore Q1 over $400k will show the overhauled product decision was the correct one. So look for over $400k as the compass. North of $400k = excellent, south of $400k = sell. There is no in between.
Q1 revenues were $469K but that doesn't tell us the whole story:
For example:
Why do you think the cash burn is eight times greater than revenues?
Why do you think the Trade Receivables are four times greater than revenues?
Can you explain why Accounts Receivables is carrying eight months worth of revenues which indicates a problem with collections?
Take your time. I don't expect you will know the answers for a long time.
For people who know how to read a statement, there is a lot more information in the Financial Statements that forecasts TAAT's future than just the revenue numbers. You need to go back to Pumper School to get educated on Financial Statement analysis pumper techniques to avoid looking like a fool.