Post by
donnell2 on Jul 14, 2021 8:54pm
In brief .. this is a top 10
VSBY will exceed $5.00 this year and if half their goals are met ...it will exceed $20 by years end.
Comment by
CafeCuban on Jul 14, 2021 11:41pm
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
Comment by
Youhillman on Jul 18, 2021 6:05pm
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!
Comment by
CafeCuban on Jul 27, 2021 9:54pm
I am all for higher sp, Youhillman. However I would temper down my expectations with VSBY, given patchy "guidance vs actuals" record. Even the multiples I had indicated are typically applied by the street only to companies that have met or exceeded guidance in three successive quarters. VSBY is still crawling in the "crawl-walk-run" sequence - a speculative buy for me. GLTA!
Comment by
equity4481 on Jul 15, 2021 6:29pm
Well all longs would love that can you give the scenario, numbers, etc for that to happen, even for $5.00sp by yearend. If the numbers come together for $6m revenue and $50 m bookings, I can see $2.50...
Comment by
MV77777 on Jul 16, 2021 7:03am
That could easily be an understatement
Comment by
equity4481 on Jul 16, 2021 2:45pm
Ok, but please advise us... HOW and WHY?