Spectra7 Microsystems Inc V.SEV

let's do some simple math for fun

[ACCMAN]

Raouf says S7 TAM for 2025 is $400 million (really not much competition to ACC's)

 

https://www.youtube.com/watch?v=wlGT8PCPM-4

 

So, let's do 100 million (25% of 400 million) at 60% GP is 60 million, say even a full half of that for admin costs & taxes would leave 30 million after-tax profit so with say 30 million shares (one last smaller PP 4 million shares) would be 1.00 per share profit, pick a multiple, say 40x profit = $40/share

tickity tickity tock!

[SteveSchiets]

Thanks ACC, it's going to happen!

[lscfa]

    2021 2022 2023 2024 2025 Revenue 5,000,000 9,600,000 15,360,000 24,576,000 39,321,600 25% ebitda 1,250,000

[ACCMAN]

your math starts with 2021 sales 5 mil when guidance with 2 months left in the year is 6+ million, with 4Q at 3mil+, so even if zero growth in 2022 3milx4 qtrs = 12 mil and you show 9 mil, LOW LOW LOWBALL, there will be growth EXPONENTIAL GROWTH!!

[ACCMAN]

besides your numbers for sales being way to low, your numbers for shares are way too high, and your numbers for multiples are way too low, all in all, while the spreadsheet is pretty to look at, the numbers are pure GIGO, nice try though tickity tickity tock

[ACCMAN]

Iscfa, in your table you are using  Diluted shs 40,794,733 the latest Sedar finiling is showing the fully diluted shares at 21,130,778 and this includes the warrants from the latest PP your number is nearly double the reported number and your number looks very specific, not rounded, can you please link to where your o/s shares number

[lscfa]

  Shs 21,130,778 Wrts 8,745,287 Options 278,932 RSUs 627,614 Conv debt 5,466,667   36,249,278 $6 mil PP 

[ACCMAN]

from Sedar filing in August 2021 The following table summarizes the changes to the issued and outstanding common shares during the six months ended June 30, 2021: Shares # $ Balance, December 31, 2020 11,854,355 145,179,094 Shares issued under Restricted Share Unit plan 2,000 3,779 Units issued in January 2021 Private Placement (i) 3,237,605 3,751,769 Units issued in Spring Private Placement