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Venzee Technologies Inc V.VENZ

Alternate Symbol(s):  VENZF

Venzee Technologies Inc. (Venzee) operates as an artificial intelligence platform for the transfer of product data between brands and retailers. The Company develops and markets a cloud-based platform that is used by various suppliers and manufacturers from a range of industries to share their product information and inventory updates, in real-time, with their retailers. The Venzee platform allows for transfer of data to a range of retail channels. The Company allows customers to select any number of retail channels from its site to start using Venzee's Mesh Connector platform. It integrates with any content management provider. Venzee offers syndication capabilities that provide enhanced data governance, master data management abilities, and content organization. Venzee's subsidiaries include Venzee Inc. and Venzee Technologies Canada Inc.


TSXV:VENZ - Post by User

Comment by Yeppers12on Mar 22, 2021 1:53am
195 Views
Post# 32848524

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Revenue Calculations

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Revenue Calculations

I have more than a half a million shares of Venzee. I'm just being realistic and I want to show the other side and the lofty targets. Clearly you're not - who is pumping this hard.  

I don't want the share price to get ahead of the results because if they don't deliver, that's the death of this company.  I mean that.  If this stock reflexes back under the strike prices of the warrants/options and they don't have the cash flow to maintain (which they don't at the moment), they'll raise more equity and dilute further.  

If you take their Q1 mesh connector number and their Q4 2020 "goal," say they're at 850 connections right now.

850 * $250 * 1.25(CAD) * 12 (months) * 11 (sales multiple) / 293,652,000 (diluted share count) =
12 cents/share. 

That's a reasonable valuation because I'm using a forward ARR number.  Right now it's trading at a 20 times sales multiple - which is, I would say, the high-end of the range.  

But if you're in for the long run please stop pumping.  Pump it when it hits 13,500 mesh connectors (whether that be in Q4 of 2022 or in 2024), not when it only has maybe 850.  At 13,500 connectors, it'll be cash flow positive and profitable and severely de-risked.  

 

 

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