INT valuationI think even the longs are much too conservative with their shareprice predictions.
Here´s why:
o4o has started right now. With a 60-day trial version at no cost.
So the first trial versions expire end of August.
At all 10 million versions are planned.
How many of this will be bought after the end of the trial version ?
Let´s say a - conservative ? - 2 million ?
This means 60 million revenue. Earnings ... maybe 45 mio.
I don´t believe that INT has or has had 15 miliion development and sales costs.
So 45 million $ at a price-earning-ratio of 20 means 900,000,000 $ valuation.
With 250,000,000 shares out this is 3.60 $ / share.
Now let´s add the Ortsbo user numbers.
22 mio by end of JUne ?
26 mio by end of Juli ?
30 mio by end of August ?
34 mio by end of September ?
34 mio, valued with a conservative 35 $ / user means 1,190,000,000 $
This is 4.76 $ / share.
4.76 $ + 3.60 $ = 8.36 $ / share by the end of September.
Has to be shown in the quarterly of calendar juli/august/september, means to be public by the end of November ...
And this all only with some speculative numbers based on Ortsbo and o4o.
Without: o2o / dealfrenzy / AdTaffy / knctr / advertising revenues / LingoMedia / all the coming mobile apps / ...