RE:Get out while you still canOf course you are entitled to your own opinions, however I am not sure I understand some of your statements, since some are presented as 'fact'.
"i would understand if they had only recently started generating revenue, but a few years in and they are just about to hit what..maybe $50mm this year?"
questions:
- what would you understand? the valuation? the current revenue run-rate?
- why is 'maybe $50mn' underwhelming to you?
"Are they going to layoff their one sales guy or something?"
questions:
- what makes you think that they are laying off sales people?
- what makes you think that they are laying off people without thinking about the long-term ramifications first?
"Is each deal worth $10 bucks?"
questions
- what deal are you talking about?
- why did you pick $10?
- are we talking about the same company here?
"If they had something blockbuster they would be in hyper growth mode but they are languishing. 3 plus years into revenu generation and they are picking up pennies on the sidewalk."
questions
- what does that sentence mean exactly?
- how do your statements relate to any valuation metric for the company at its current share price, cash flow drain and balance sheet health?
thank you for any clarification