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Fobi AI Inc V.FOBI

Alternate Symbol(s):  FOBIF

Fobi AI Inc. is a Canada-based artificial intelligence (AI) and data intelligence company that provides businesses with real-time applications to digitally transform and future-proof their organizations. The Company enables businesses to action, leverage, and monetize their customer data by powering personalized and data-driven customer experiences and drives digital sustainability by eliminating the need for paper and reducing unnecessary plastic waste at scale. It operates in the technology industry and earns revenues from directly selling software-as-a-service (SaaS), reselling, referring, and licensing its technology to licensors. It offers Wallet passes, which are digital representations of physical cards or documents that are stored in mobile wallet apps and simplify the user experience by providing smartphone access to membership cards, coupons, tickets, and more. It enables businesses to action, leverage, and monetize real-time data across online and offline platforms.


TSXV:FOBI - Post by User

Bullboard Posts
Post by 123con Jul 19, 2020 12:03pm
196 Views
Post# 31287486

TAKE A DEEP BREATH !

TAKE A DEEP BREATH !

The last five pages are full of emotional, hopeful comments based on this company having potential, but little substantive evidence of revenue generation.  None of it is DD.

First, consider the competition.  Apple and Google have joined forces in a contact tracing app.  Do you think Loop can take them on ?   Lightspeed have many times the deployed systems.  Don't you think that they could tweak their system to do what Loop does without a great deal of expenditure ? How many other competitors are there in this space ?

Second, while insider ownership and continued acquisition of  shares is generally good news, the corollary is that if they didn't, it would be particularly bad news.  It is important to ask why they have not attracted  wider investor interest.

Third, stock charts.  If you go back to June 2019, there are a number of peaks and valleys.  Anson makes the most of opportunities to pump the company.  If you hit the news tab, you will see multiple news releases, many of them repeating each other, and often not pointing directly to revenue generation. Often they are followed by price spikes which fade over the next ten days.

Fourth, it's value is as a buy out target.  That is dependent on the buyer determining that it is cheaper to buy the company than to develop their own app.  The long term value is integrated with a sales system such as Shopify or Lightspeed  or perhaps integrated into a loyalty and marketing company.

Full disclosure.  I was impressed with the early June 2020 releases, particularly the joining of Amazon Partner network.  As I have had time to reflect on my purchase, and watch the up and down, I believed I had paid too much for a hopeful stock, much like a mining stock I bought 10 years ago which had tens of billions of dollars in minerals proven in the ground.  The minerals are still in the ground and the market cap has shrunk to under $10 million.   This company has potential, but it has a long way to go to be cash flow positive.  Even Anson seems to recognize that he will not get there before his value as an add on to another bigger company forces a sale. It's highly speculative and based on the notion that some other company would buy the company rather than develop a similar function on their own. I bought in June at .165, watched it drop back after the hype died down, and sold it with the hope of buying back in at a lower more reasonable price at .18 on Thursday before there was any news out.  Turns out to have been a mistake, but you will get caught at times when your playing a trading game.  Fortunately I am still ahead on this, but it might have been more.  I will be watching for a re-entree, but it won't likely be Monday.  Thursday and Friday's "news" was not really news.  You can't bet on "accelerated talks" doubling the value of the company.


Bullboard Posts