Mission Ready Solutions Inc V.MRS.H

RE:RE:RE:RE:this PO announcement process imo totally mismanaged

[TheRevenant2016]

WRONG. the timing of CC gave management IMO the opp to give commentary
regarding the PO without putting it in print format in a NR and I don't need you
to pass judgement on what is right or wrong Scarlet-intent non intent....you haven't
earned that right on this thread yet...others maybe but you have not...its not a
matter of patience its a matter of prudence and I contend that the PO news flow as a long time shareholder IMO has been mismanaged and to shut down IR returning shareholders inquiries at this point and time...was unnecessary.

And now deal with this. IMO There was no need to host a CC till
that PO was in hand and I hope when it is announced they consent
to hosting another.

We would have moved more in value I contend and put forth alrady- if what was communicated in the CC? was actually issued in print format....because the price currently
is already factoring in what we know is coming from the outcome of the C.C
..what we do not know is coming..is the PO. 
 

No one in early can be unhappy with management unlocking shareholder value 
in the last 12-18ths or even 4mths for that matter...given comparing
valuations then and now. We will IMO make top 20 TSX gainer YE list.

We remain merely appx 20% off the share price high.
The share price has moved up 5 fold since summer
and appx two fold since late January 2017
It has moved 10 to 15 fold since my first buy in when there as Luke...Sicilian...
DD34...a couple others back when this thing remained totally an obscure
name with narly a retail following.

Having said that we remain discounted and there is a real possibility
based on the vagueness I heard about the PO in the Conf Call
and it is in regards to a massive long term order for our flagship
product the Flex9Amor and our emerging next in line flagship
number 2 product...the No Contact Tech LLC. that I have stated
will be RanD'd by MRS 2.0 to apply to a full suit of Law and Order entire
product line head to toe in 2018 (new products to be announced shortly mark it down)
as well as a re-emergence once again of a retail clothing line incorporating No Contact
2.0 fabric technology...I have long said that VP Litchfield from RBK who invented
the RBK Pump technology and his key note speaker status at Smart Fabric
Technology Conferences and on Industry boards and advancements in smart fabric
technology...will play a part in all this..inparticular to the No Contact Technology
MRS owns...2018 will be a transformation year for that technology alone.

I have also said it won't matter to valuations to much IF....they do not announce
the PO news first that the market is waiting to be in reciept of and validate
the Sept 6th $400Million USD dist deal as real BEFORE they announce
developments to their que...integral strategic aquistions...new product development
...additions to their advisory committee or board...WILL NOT IMO have as a 
pronounced and demonstrative effect on current valuations...which are moving
on the spec that the PO is to be announced by YE ...not after it.

The market is demanding...the PO news. PURE and SIMPLE.

Full Stop.

You can argue on semantics...dosen't matter.
Anyone in the markets long enough know the role that investor psychology and expectations play into this and are as much as a factor as execution at times as stocks move on anticipation
and expectation on the impact news will have WHEN announced more so thanit does quite often AFTER it is announced.and I maintain it..and I stated a qualifier with that being...IF THE NEWS is not of the order of magnitude of the size and scope of the Dist Agreement...cuz that has set the bar of expectations now. Pure and simple...it has set the bar of market expectation and once set? it has to be reached.

Last weeks news as an example of the validity of this conclusion..muted effect.
It comes after the PO announcement? would have had IMO a positive incremental effect
...but that news is not what the market wants. its great news as a long sure....but its
not what the market wants right now...and arguing the market does not expect
or demand to see the PO news to move us to the .50 ranges or higher?

IS just dumb and shows an ignorance of mr markets effect.

IMO and MO only?

The NR that Schwartz issues by YE if the PO is not announced by Wed Thurs or Friday of next week (as was committed to in the CC) may well be the most important once he issues and how its worded and guidance given since he came into the CEO position of MRS.

Full Stop.


.

LucasKnight wrote:

ScarletSpider wrote: I absolutely agree--it is harsh for people to say that this has been mismanaged. No, it hasn't. I will say this again, what the heck do people expect here to hold a gun to the client's head and say you have to finalize our deal or else? Come on now!!! As to the other part, yes, if the po doesn't get filled, not saying it won't as i believe it eventually will just not this year, the equity will likely go back down to around low .30's where it was before moving back up. But here is the thing, this equity is already trading below where i had laid the calculations of fair value at least according to how i showed it which yielded the range of .40-.45 and that was leaving the po out of the equation, based on the 7.98 million contract with the Yukon--that by the way initially was around 5.98 million.

This calculation doesn't take into account too many other things. The company has also made an acquisition which at this point looks to be a smart one and is partnered with Blauler and has other irons in the fire which will help with the price. All in all this company is growing is working extremely hard to earn contracts and bring shareholder value. I don't have anything to date to heavily criticize this company on but trust me, i am and will continue to assess this company as well as all other on an ongoing basis.

In any case, I am not holding out to say we will see the contract come this year. If it were to come at this point i am sure we would have heard about it. Managment was in my eyes clear about this in the teleconference, they had clearly stated they are disappointed it isn't as far along as they would like but the process is coming along well...that to me tells me that this will still take time. Granted that was about 2 weeks ago and a lot can happen but if it did this company would have told us by now. Let's see maybe those who still cling to hope it will happen may be right and we will all be jumping for joy seeing these trade upwards of a dollar, if not than these honestly should not trade less than .40 so the price right now is still not at what i consider fair calculated value--but that is in my opinion by what i have shown. At the end of the day, as with elsewhere the market will decide and if these trade in 30's what will i do other than most likely hold.

I did however make a swap out of 3800 shares a lot sooner than I expected and not that i wanted to go against my intentions--i just read that hpq--a company whose shares i once held at 20,000 but decimated to get my bigger position here dropped what i strongly believe was a bomb of a news release although people are still screwing around with the share value which is fine i got a good position and that was it has signed with a silicon solar producer and a fairly reputable one at that Appallon--i did not see that coming this year so I did sell 3800 here to get 14,400 over there. Not that i wanted to go against what i had stated as to my intention so i am trying to be careful of giving an absolute statement about if this should drop to low .30's to most likely hold what i have as that is my intention but I will have to consider all options.

My ideal price again was no less than a $1.00 but i also can't pass on what looks like a good deal as i tend to buy and hold before the chaos. Nevertheless, given that i have done the exchange I will again most likley hold all of what i have left now 80,000 shares but i do have a strike point to sell 40,000 if the value falls to that which i really don't want to do but that will be done to reposition myself--that value i will keep to myself because i know how people keep manipulating things and i don't want those who have the ability to do so do that. Should my contingency happen i will leave half the monies aside and will likely buy back fewer shares in my tfsa--i have a little over 50,000 in my cash account and will obviously sell below my purchase price to avoid capital gains and that is not something i want to do after saying very bluntly that those who do so have a losing mentality so i am really desiring this equity to stay above that trigger point and i strongly believe it should be able to.

I want to hold what i have with the intent to sell in the dollar(s) ranges, but that is intent not a promise as mrs is the equity that i am controlling my trade movements with (leveraging with).
Let's see where things go, i like this company and no matter what i will likely hold at least half my position longer term and keep building it in it as i see a very bright, long term future.

Merry Christmas everyone. I won't quite wish everyone a Happy New Year just yet as I will have time to do so on the last trading before the year ends.

glta