RE:RE:RE:YikesWow, I’m impressed you took the time to respond so quickly Brad. This is an example of why I consider INP to be very investor friendly. Perhaps I’m wrong in believing this but I’m not concerned about revenue, cash flow, and earnings from quarter to quarter. I may be for other companies but Input Capital is unique and has a unique business model. I’m laser focused on the growth of new streams and even more laser focused on new capital deployed. If growth occurs in streams and capital deployed and margins stay healthy then everything else will take care of themselves as long as overhead is managed. Input Capital doesn’t own many physical assets so essentially overhead equals people. I know you can easily manage that.
From on what I interprete from the report capital stream generation is almost dead. And marketing streams have at best stagnated. Mortgage streams are the future. But last year marketing streams were the future. This is concerning to me.
IMO the first two quarters had very disappointing growth in the number of streams while capital deployment shrank. And I know that the next two quarters are historically slow. This means February 2019 will tell us if mortgage streams will save the day. That requires a lot of faith and patience from investors.
These se are simply my concerns and thoughts. I could be viewing this wrong. I will need to digest this and tomorrow’s conference call. One again Brad, thanks for taking the time to respond.