RE:RE:RE:RE:Has this company ever delivered on anything tangible? @Youhillman. Thank you for being so kind and generous with your time. And thank you in advance for your patience as I go through my due diligence.
As you say, VSBLTY seems like a great investment. But the numbers on the presentation and the forecast that Jay presentend seem to be disconnected from each other. I believe he had shared the revenue forecast from the corp presentation from a few weeks ago (https://vsblty.net/wp-content/uploads/2021/03/VSBY3.30.21-1.pdf)
This lists out the following revenue forecasted for 2020/21
a) Sensormatic: $2M to $4M over a 2 year period (2020/21)
b) Energetika: $10M (over a 3 year period starting in September 2019)
c) Imbera: $2M in 2021
d) UST: $1M over a 2 year period (2020/21)
e) 911 Inform: $1.5M over a 2 year period (2021/22)
f) WestRock: $2M in 2021
g) AB InBev: $10-$15M (Media) + $600k to $1M licensing
On the lower end this should result in $1M from sensormatic, $3M from Energetika (possibly more as we haven't seen any revenue in 2019/20 yet), $2M from Imbera, 500k from UST, 750k from 911 Inform, 2M from WestRock, $10 M from ABInBev Media and 600k from ABInBev Licensing
This should add up to $19.85M on the lower end for 2021.
This is from Jay's presentation. How does Jay then turn around and throw a $5M to $7M forecast for revenues in 2021? Maybe the presentation needs to be updated? Maybe Jay doesn't realize but the potential is much bigger here?