VSBY DD and why todays news with AB InBEV = HUGE VSBY has created AI digital displays that are able to serve ads catered to specific customers at point of sales (in stores) using AI. They also have security functionality built in as well.
VSBY announced today the details of their deal with Ab InBEV which will implement their displays at 5000 locations across South America.
They will receive 1/3 operating PROFITS from advertising rev for their deal with AB InBEV/ Grupo Modelo. Expected to EXCEED $200M USD PROFIT (very dif than rev).
Additionally VSBY also receives licensing fees for proprietary AI software.
Execution risk for a small cap goes down significantly when you are saddled up next to a $110B market cap giant. That’s what VSBY just announced today.
This is a great article that really makes it cleat how VSBY and their key channel partners are literally at the forefront of this "store as media" revolution/paradigm shift.
https://www.retailprophet.com/the-store-is-media-and-media-is-the-store/
Here is another article that explains how Saas companies are valued at a multiple of annual rev and breaks down current Saas multiples. Applying conservative “overall median” of 15x from this article , $VSBY is crazy undervalued at $127M mc and at least $20M rev expected 2021.
15 x 20 = $300M
https://cloudedjudgement.substack.com/p/clouded-judgement-31221
I’ve been following this company for 8+ months and everything I have researched indicates to me that this will get to a $1B+ market cap and is destined to up list to NASDAQ.
This is company is bullet proof compared to all the fluff out there right now. I’ve been accumulating since the $0.50s and holding 25K+