GREY:SNIOF - Post by User
Comment by
hedge8on Oct 28, 2015 6:42pm
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Post# 24236746
RE:RE:Registered users misses my estimate, but...
RE:RE:Registered users misses my estimate, but...
If SIO can continue to grow from those numbers, and expand internationally, which is where the bigger opportunity is, then getting to cash flow positive will not be that difficult given their modent cash burn. And everyone is forgetting about the WiLAN deal which by mid-2016 should start to inject further cash into the company.
Again, I'm not saying these are Netflix numbers, but at the current market cap it won't take a huge amount of success or more than marginally postitive cash flows to propel the share price.
If we were back at $2-3/share a lot of what you are saying makes sense, as it becomes a conversation about valuation not whether or not their is a market for 3D. If there is a market, and SIO can get a small piece of it, then the share price will follow. We obviously have differing opinions about each of those questions.