RE:future survivalTomchoc- My opinion is that this company will succeed, but for all of the longs it is taking much longer than anyone expected, mostly due to the AR/VR sector fizzling so far... SEV put a lot of eggs in that basket, luckily we have diversified into DC and it is looking like that revenue stream, which by all indications, appears to be significant, will start ramping significantly at the end of 2018. So I would expect to see Breakeven in Q4 (remote possibility in the black in Q3, but much higher probability in Q4).
That said, I believe that SEV will get a good share of the $4B DC interconnection market, who knows how much?? Heck, even if we get only 5% - 10% that would be HUGE numbers! According to the preso, we will be in 10 of the Superscale Data Centers, and with that line-up of Tier 1 DC's, I think we will be in good shape, as long as the operators do feel that copper is a good (economic and operational performance ) substitute for optical... and by all indications, it appears that the operators have come to that conclusion. They are saving HUGE operational costs and like Raouf said in the preso, power and cooling are the front burner issues in the Data Centers, especially with the monster power hungry Blockchain / Superscale DC's.... We have a disruptor technology saving these operators 70%-90% on the interconnect power component. Who wouldn't go for that??
Sooooo, My predictions are as follows (and don't bust my bawls and/or kick me to the curb if they don't come to fruition, this is just based on what i have seen to date and their capability, mgmt. team., etc... etc.... yadda yadda....
End of 2018: SP .40-.60
Q2 2019: $1.00- $1.30
After that...... I believe we will be off to the races, if we continue to execute, manage inventory properly, and copper remains a suitable substitute (with better power savings/economics)..
Who knows... I could see this stock at $3-$5 by end of 2019
**** I firmly believe that SEV will do a reverse split (4:1) and be uplisted onto NSDQ and off the 'Flea Market TSX Exchange'... then we will see real analysis, coverage, etc.... resulting in significant liquidity/volume.... We will not see that until we get off the TSX (IMHO)
NCT....