RE:RE:RE:Tencentjackthebear1 wrote: So it stands to reason that S7 should be in those 24 and if each represents 5 million in revenue then that alone is 120 million or am I reading to much into that relationship
Could be, but I'm not sure Tencent is going to immediately replace the cables in those 24 centers with Active Copper. According to their own statement,
"Going forward we plan to use only passive and active copper cables for our server connections.” it's safe to say that 90% of the cables within their
future data centers Will Be Spectra7.
When it comes to to replace the older cables in those 24 existing centers, then we will of course get that too.
But I don't think we are going to have any shortage of customers. I think thhe second half of this year is going to bring in at least $10 million in revenue from all existing and soon-to-be customers, including VR and Data Centers.
Then, in the following year I expect at least $20 million in total revenue, but likely more than that.
Even at $20 million in forward-looking revenue, with a Net Profit Margin of (lowball) 25%, that's $5 million in profit for 2020. So a Forward P/E of 30 (reasonable for a company growing much faster than that), we could expect a Forward-Looking stock price of ($20 Mil x 25%=$5 Mil x 30 P/E= $150 Mil Market Cap divided by around 275 Mil shares) 0.54 per share.
Remember, that is forward looking, so that price Woulb Be reasonable even Now. Not saying it WILL be at 0.54 a share soon, but it would be Reasonable.