RE:RE:In brief .. this is a top 10 I agree with you CafeCuban, however what could also change the guidance you've provided is if any further new deals are signed such as 911inform, WestRock etc. I do think we will hear at least a couple of more deals signed before year end!
CafeCuban wrote:
wow! $20 by this year end? I would love to see this happen, but super unlikely. Any DD available to back this? Optimistic scenario - if they execute to guidance, $2 by Jan 2022..that would value VSBY at 15-20x forward 12 months sales. Realistic - they likely execute to 50% guidance, so $1 -$1.2