TSXV:MRS.H - Post by User
Comment by
LucasKnighton Dec 22, 2017 10:41am
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Post# 27214950
RE:RE:RE:RE:RE:Anyone see this?
RE:RE:RE:RE:RE:Anyone see this?Just a rehash for new investors.
LucasKnight wrote: LucasKnight wrote: What a Brilliant post. I sincerely do appreciate the effort and time it took to do all this due diligence and then be altruistic with your posts.
Cheers.
TheRevenant2016 wrote: Yup Luke...he (blog author) has sourced me on my thoughts on MRS from stockhouse inbox-one two separate occassions. one email was on how to find the purchase price retail on Flex9Armor as a price point to do their homework..and can't remember what the 2nd query was but it would go back to sept/oct. they also posted on this thread back then and disclosed their blog site and article if one wants to scour back or I can get their posting name from my inbox and put it
up tomorrow as I got to wade thru about 20pages of inboxes to get to their email and I'm
turning in shortly.
Parry uses my stuff to from the looks of things on this stock and c.hs.
Wouldn't doubt if Vranic also a shareholder in MRS used my earlier
material for his own baseline DD before talking to the company
to.
I don't profess to know it all on all stocks. I am not to savvy on blockchain and it took Sicilians leg work to feed me enough material to source to get comfortable with the sectcor first of all and then the company operational history secondly and thirdly understand its model and valued client established local state provincial federal and national government health agency customers at Canadian and USA orgs to DD c. hs and take a position in blockchain sys mgmt.
I have a position in a fintech called v. mos Mobile724Solutions...don't know it all about Fintechs either but I know and can smell value when I see it in a company going thru a transitional phase
to a transformational one in its revenue model with disruptive service product or technology unloved or to discounted by the market and investor awareness to low for the amount of free cash flow a company will throw off within the next 12 to 18mth cycle.
On MRS I am the benefactor or having seniority in my profession and able to take the heatwaves of summer off and DD'd MRS out its yingyang in Summer 2016 and was unrelenting in page after page of barriers to entry i found in MRS's favor...the brain power/trust in product development and marketing thru to commercialization thru Martinez and Litchfields rich history as VP of Innovation and creation respectively...one with the US Army Research Center in Natick Mass and the other with giant RBK where they invented the PUMP feature and catipulted RBK to over $1billion in sales first out on the shelves and over then the sector killer NIKE for RBK's first time and ever...to the history of the development of the Flex9Armor flagship...NoContact Technology inventors and their rich history with MITT of Mass and purchased by then private Protect the Force I think it was before they merged with MRS to become Mission Ready Services eventually publicly traded...there was so much material available on this investment that the market in general were missing that I dare say I could do Nixons job on the phones related to taking investor queries if I knew what the fly on the wall was saying about the inner workings of deals pending...deals done or deals in the works...but I don't. But I will say I am amused and expected as much as new investors come to understand the outstandnig investment opportunity here to still pretty much be at the ground floors of a mid cap player in the making that IMO will set much of this sector on its ears and I will say this again as I said last year around this time...that MRS 2.0 in its current form? just like it changed to MRS 2.0 from MRS 1.0 under former CEO Rod Reum?
By this time next year MRS 3.0 will not look anything like it does today.
I expect one aquisition in first half of 2018 and possibly a second one
between 6 and 18mths thereafter...possibly two as they have stated
this sector...and I know first hand this sector...is fragmented with lots'of
smaller companies with great technologies that can't penetrate the market
or get squeezed out cuz of lack or capital or access to it being private
or micro cap publicly traded...by bigger operators...so its ripe for consolidation
and I fully expect MRS to play a rollup operator and reach critical mass
and scale by aquiring other companies synergistic and accretive
to its own operations and grown externally and internally in the process
and inherit additional manufucturing/production capacity thru
the route of aquistion as required.
I also expect that the principals here? are intent to grow MRS
into that mid cap player strategically logisitially prudently
and intelligently...a mapped out template of which I am sure
we will be given insite to when the company releases its
corporate strategy/direction in early 2018....and to exercise
their own OandD exit strategy within 36 to 42mths hence.
At a valuations that despite probably being 200million O/S by then?
Will make early investors remember their acumen for getting in early
for the remainder of their investment lives...possibly longer.
You don't need a degree in quantum physics or nuclear medicine or qualitative
and quantitative analysis as a CFA...to understand MRS...what it is...what it does...where
its going...who it serves and who its customers are.
Thats the beauty of the investment and its value proposition in a nutshell to an investor.
Simple to understand...uptrend trajectory...early in its growth curve...coming out of a transitional year into a transformational one which as an investor if execution by management is consistent
constant and follows thru?
Typically and I say that with cautious optimistm cuz till that first PO comes thru to the NR there will always be that spectre of doubt..."are these guys real"? ...typically where most the money as an investor is made...right in the sweet spot of convergence of timing...where transitional company with disruptive tecnology and a bulging customer base and product demand turns the corner and enters its revenue ramp up transformational year ahead of it.
And for us at MRS...?
That's now.
2018
OORAH!
LucasKnight wrote: Great find
Barewood wrote:
Mentions here about that Egypt bit, sourced from Stockhouse. Reasonable bit of Due Diligence on the writer's part. https://reminiscencesofastockblogger.com/2017/09/12/why-i-was-willing-to-add-to-mission-ready-services/