TSXV:MRS.H - Post by User
Comment by
LucasKnighton Jan 07, 2018 9:53pm
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Post# 27302835
RE:RE:Convergence and how it works in MRS investors favor
RE:RE:Convergence and how it works in MRS investors favorBrilliant summary indeed.
StacksEdwards wrote: Great Post. Thanks for taking the time, they certainly have a lot going on, so laying it out like this in one place is great! Cheers,
TheRevenant2016 wrote:
Convergence :
"the degree or point at which lines, objects, etc., converge."
We have with MRS the convergence of several factors coming together at the same time as in near term immediacy (at any time)
-a 4mth plus now going on 5mths -still unnannounced PO to secure and validate a massive $400Million USD 5yr Dist Agreement with a foreign military interest
-3 USA Dept of Defense bids submitted by MRS gone to the late tendor consideration phase
-a corporate strategy/business focus 2018 update
-3 new disruptive products added to the MRS product line awaiting announcement
-commercial rollout of the Dept of Homeland Security commissioned MRS First Responders Suit as developed by PTF
for the DHS Amber Project
Convergence further down the que (mid term)
-production and field testing of the US Navy Impact Safety Vest as commissioned by the US Navy to MRS to develop. this product will be best of breed and disruptive and commercialized by MRS of which like th BCS into Flex9Armor it will recieve from the US Dept of Defense exclusive commercialization rights for their participation and development of product prototype in the project.
-MRS partnered with tech company MC-10 in the development of solar cells to recharge and supply constant energy source to the US Warfighter continuing push to smart fabric...smart equipment...real time telematics involved in constant communication between those in the field and command and contorl centers. this will be further
implemented down the road. I look for Paul Litchfield the VP from RBK since aquired by German giant Adidas...who invented and played an integral role in RBKS marketing success of his creation the RBK pump feature that propelled RBK for the first time in its operational history past the sector leader NIKE the very first year the RBK Pump feature appeared on the sneaker store shelves incorporated into the entire line up of RBK athletic footwear. Litchfield on the MRS BOD and formerly the COO at PTF the subsiduary of MRS is a smart fabric technology industry veteran/key note speaker at industry events...confrences and trade shows and sits on several other company boards as a trusted and connected and respected director. HIS DNA is all over MRS currently and going foward. His role with Chief Technology Officer/VP Franisco Martinez cannot be underscored its importance
to company product acceptance and new developments out of MRS RandD going forward.
-commercial rollout of a retail clothing application in a new re-launch since MRS aquired MITT born and bred No Contact LLC and has started incorporating it into its PTF Product line for Military and Law and Order applications. the new re-launch of the non government sector and into the retail consumer sectors with applications of the No Contact Shock Technology will be an interesting vertical given this time around No Contact LLC has
the braintrust..the brainpower and the connections aquiring the
needed and trusted distribution partners to open up possibly
a very lucrative diversified revenue stream.
-tying in their clearning and service operational division to the purchase agreement as a separate item but tied to sales as a value added service the end user will not only require but demand which will be the recurring revenue theme (the gift that gives and gives long after point of sales have stopped) of their long term objectives and revenue model.
This is what we know now. That is convering upon the company and therefore upon us as its investors both in the near term (immediacy) and the mid term (6mths or more down the line)
With a RandD que that never sleeps. With targeted aquisitions that are sleepers in many ways but are strategic in the value they add to MRS.
* IMO Look for an aquistion that will add production capacity to MRS before the end of the First half of calendar 2018 is behind us-it IMO will be needed to meet que demand/interest.
We are at .36 per share without the PO announcement that is over due and taking longer to procure and supply to the market that is waiting for it to validate the $400Million USD dist dea to a foreign military from the Sept 6th 2017 NR.
We can assume based on a standalone basis or similarily comparing MRS to other companies that will throw off $50 to $65million USD or $80Million CDN possible dollars in 2018...$50million of it from the first year of executing on the Dist Deal alone...that $.36 is about as realistic when that all comes together and is shown on the YE annual statement of MRS-as the cow jumping over the moon...the flat earth sociey or JDavis using only one posting alias.
$3.60 may be more fair game and realistic one year hence then .36 is past tense looking at things going forward and all stocks including this one are valued on a forward looking basis including earnings...not a trailing bias.
NB. One last thing no one is talking about but the company will be under production pressure to supply. the longer it takes for the PO to be announced and they go into production on into the calendar year? the less time the company has to meet their production
numbers required within the terms and specs of the Sept 6th 2017 NR.
In other words if we don't get the PO by this time in February?
We mite all start to raise a heck of a lot of noise about its being
a reality in our investment lifetimes IMO.
Cuz that would leave MRS 11mths to excute fully as lets not forget those amounts are minimum.
So we have the convergence on time contstraints involved here to..the longer it takes for the PO to be announced?
The less time MRS has to make good on delivery.
So this all weighs in IMO?
In investors favor.
So? stay tuned.