RE:RE:RE:RE:So many unanswered questionsFrom the recent interview: "Weve since pivoted to targeting large established global organizations that already have those networks. For example, we have approximately 20 direct distributors. Weve just brought on Steelcase through an exclusive partnership. They have 800 distributors. Were also targeting other organizations of that size and scale." Building on my thought below, seriously, why shouldn't we expect in a worst case scenario for BC sales to be in some thousands of units per year...10,000 being "weak success" if they bring on additional distributors with several hundred other ones within their networks. I guess we will see, but if this could not be met with thousands of distributors, we are talking about a collective marketing failure IMO or simply a product that sounds good but not good enough to pay for. I expect to be scratching my head for a few more months, but after that some explanations will be forthcoming one way or another. GLTUA.
canyousayiii wrote: "IF" each of Steelcase's distributors sells an average of 6 units per year, that would be 4,800 units or north of $48 million in revenues...to tag onto $60M+ in core business next year. I would like to think this time that PG would find it embarrassing to be making such a big splash about a partnership where an outfit would not be able to sell 1 unit in 2 months. Am I setting an unreasonable standard? Would someone be able to say with a straight face, hey, I think you are pushing it, they will do well if they sell 2 in a year, we are excited about it and so should you?
navajojoe wrote: canyousayiii wrote: The one answer to all those questions is that those questions were not to be answered as quickly as we expected. We pretty well had a full-scale BC re-set at the beginning of this year. Take the Men in Black pen-thingy, and erase your memory. While I will bring forward details when appropriate to back up my points, the one thing that I carry forward is the caution not to read too much into what KNR puts out....which too many folks here and on the other board do.
That is the bottom line, and why the pumpers calling for big news "any day" and for the share price to jump to $4 "next week" should all be put on ignore. They have been wrong for months and months, so aren't likely to be right this time either.
But if we go back to our original thought process, if KNR only sells 5% of what they claimed is their BioCloud production capacity, this is indeed the buy of the decade. But "if" is a little word with a BIG meaning.
While KNR's core business should grow into a $2.50 share price in a year or so, BioCloud remains an unknown quantity and a krapshoot. If it wasn't we wouldn't be floundering around under $3.