RE:The Ultimate “ALL IN”
Pretty thorough breakdown Grinder. Unfortunately I think this is a case of we wont know it until we know it. Unless management starts reporting successful sales but doesn't seem terribly likely. I think it is closer to 70 DCs in the next year from today (though maybe closer to 40 by year end). There is one thing missing from the breakdown but this is my speculation and would have to be confirmed by the company. I see no reason why we wouldn't be a cable option for non-hyperscale DCs. There are many many more and some would have 5000 or more servers. Molex and Luxshare and the like furnish these with interconnects and since our cables are in the same ballpark price as passive, no reason they wouldn't be used. Each individual location wouldn't add up to much necessarily but there are thousands if not tens of thousands out there. On another point, I'm one of the guys too, my name breaks at a different spot lol. Going to be a hard wait but I'll stick it out, I have seen companies just like this where everything is falling into place while debt grows, until finally the profit corner gets turned and the debt gets paid and the price goes up. Can only reliably count on 6ish percent in safe stocks per year so as long as I roundly beat that by the time I sell I don't really care how long it takes.