RE:RE:RE:RE:Unity CEO
A couple of points.
Analysts seem to do two things. They take publicly available positions on buy/sell/hold and provide target prices. This normally follows in-depth analysis and reporting of financial expectations. These detailed reports are generally only availble to their own clients.
I visited a different analyst this year who also had issued price targets but also showed me a four or five page (dense) report of quarterly financials going back a year or two and forward a quarter or two. Again this report was only available to the comapny's or his clients.
So what we get from Cntor Fitzgerald, Dundee and others is the summary of their findings. It's the same summary their clients get but they get the details you are looking for.
Secondly, Cantor Fitzgerald calls for break even in Q3. If you look at SEV's financials for Q1 and earlier you will see that their cash margins are around 60 to 65% and their expenses around $4 million a quarter. If you combine those numbers (as I have and have posted earlier) you will see that in order to break even they need to generate more than $6 million in revenues per quarter. In Q1 they had $2.58 m in revenues I believe, so I they reach the $6 million figure as CF must figure they will you get all the information you need for Q3. Now CF also called for break even for Q4 which I find odd as it suggets no growth in revenues between Q3 an Q4. That may be true and be due to Sony's PS VR purchases and all other Christmas ordres coming in the third quarter.
Even so, I find it encouraging as next year's revenues should grow from the Q3 number if VR continues to grow.
If Q3 and Q4 revenues are $6 M and Q1 and Q2 total $5, SEV will show 2016 revenues of at least $17 million, but probably over $18 which is around the figure Tony hinted at at our meeting at the April Microcap Conference.
So it all fits together and should provide some encouragement to those holding SEV.