Post by
ScarletSpider on Oct 20, 2021 1:06am
Why Does Unifire Need Mission Ready???
quite some time ago we asked this very question and interestingly enough ir raised this in my conversation with him earlier today not I. The answer as we came up on the boards was that Mission Ready as a private company can only grow so much with limited funds but with access to greater funds through public entity it will be in a position to do more. Mission Ready needed Unifire to have established business channels and it expand on its verticals. Many people have agreed here that this was among the best thing that could happen for Mission Ready just look at the strong contracts it was able to get. Why I am raising this and I will say this specifically to you Vern as to strategy is I can see Mission Ready making similar moves to work with as a partner companies who are well positioned to tap into more markets but those which ir said is looking as a good fit for what it is doing which possibly like Mission Ready has a key position to be providers possibly to the government and is in a limited pool to those who supply it. If you ask the right questions and you care beyond short term you will begin to understand just how this company is moving. I can't remember what it cost Mission Ready to acquire Unifire. But when management talks about smart use of monies and using it on other ways vs share buy backs what I can see is if there are companies who are fledgling but can bring accretive long term value it is possible that they may be acquired. I am and have been involved in companies who acquired other existing companies which fit their offerings for not very much in the 1.2 million range. One such company was skyhealth group. It has and continues to acquire health clinics to fit into its goal of establishing a strong subscriber base for treatment and counseling using both conventional medicine and cbd in a holistic way and this is proving to be very successful and progressive growth to its vision of subscription base starting at 200 a year and the packages tier would go from there. They are working with being integrated to Medicare and medicaid and if you look at things if they get 1 million subscribers you have a 200 million dollar business. And if they keep everyone happy and satisfied years long while gaining more subscribers I really like this model but as I may have mentioned the company rushed uplisting did a 5 to 1 consolidation and their current growth was not strong enough to push for higher share values it fell from $7.25 to under $4 but with a target between $9/$12. But the point is this the strategic acquisitions is a key part of their overall growth plan. I have Digi which has done the similar thing. They had paid monies to companies to either get parts of the tech as they did with Delphi which had software that predicts crypto movement and also Delphi promoting Digi to its base with Delphi having rights to get shares. They had a deal with a Israeli company to take a position in it and had the option to increase its ownership. But the point being with low millions 1 to 2 million companies can make it go a long ways in accretive value and strategic partnerships if not acquiring companies as a wholly own subsidiary. It is possible that this is the type of thing the company is looking to do in other but related/complimentary sectors like that of cyber security which I did ask about and what I got the feel may be going on. Folks sure strategically trade your shares if you make monies all that is going on is something that will systematically need to be built but if you guys think this is only covid WRONG. Ir said something that I said during our conversation and he said that Unifire has been in business many years before covid and in the most broadest sense they have personal protective equipment which has and continues to be used outside of just the virus. Now when people do machining for instance they have face shields or googles those had nothing to do with covid but can be used for it all the same. So for people to keep pigeonhole this way is full of ignorance yet the company can enjoy being positioned to supply these items for covid purposes. Bottom line protective equipment has existed before the need of covid and will still be needed after covid so for people to go on about there is no business after covid is finished is very misinformed and super ignorant. In any case, there is still lots of stupidity and ignorance being posted on this board whether it is for people's own gamesmanship or if they are really this clueless. Folks educate yourself and pick irs brain he will be more than happy to talk to you and he does spend a lot of time. I was on the phone for 2 hours today. So he explains this contextually as well with analogies and if you ask a question he is not able to deal with as it is material and possibly pending he will kind of say it may or may not be the case...this was asking about if there is a divide in the company as I suspect and as to the lawsuit. He will not say because apparently that is still pending. Whether it gets pressed in the filings only is most likely as it was a past but pending matter and I was told that given it is past it wouldn't make sense to press release it in moving forward so I am strongly suspecting it will end up in the quarterlies to which I did suggest be more transparent not everyone reads them. I am sure he has noted what I have been saying as at the end of our discussion he said he likes to do so to remember what we talked about. We Got into other stuff like other channels like Reddit etc but ir doesn't believe this is a way to go because he is not about a flash in the pan hype pump dump and imploding share prices. Folks the company is looking for sustained growth based on strong and solid numbers not quick fixes that lead to collapse in share value. This ir is huge in wanting to build solid and lasting foundations as is management and that is why I am saying this is a stock you want to keep a sizable position longer term because it is not if but when. If people don't think so sell all get out I will guarantee you at some point you will not be able to get back in cheap and regret making short term moves only that is why I have started looking short medium and long. I had lots of shares in pyr for instance sold all out did not buy when I saw not too long ago at .21 the shares shot up as high as $12 and have not since come below $3.50 from my recollection but if I say the ridiculous low of $2 it has maintained more than 9 times when I missed it. Yes I regret selling all and not buying even 1500 at .21 and this happened in several others as I said in the past hpq exro and a few more so I will hold at least 1000 shares but if the companies are like this I will be looking at 3000 to possibly 4500 given I only have 8400 it is possible I may use a few but at what price and when has yet to be seen all I can tell you I am not looking to give my shares up easily and preferably to make a quick more than likely score elsewhere and buyback if a big run. I considered buying shares in digi .12 open passed and it is up to .15 last so that was a possible thing but I held off because I strongly feel there will be things moving this up still and it is at least 5 times very base undervalued and that is half booked revenue. Quite bad and injust right now what is going on but I see the huge positive correction at some point that is why I held off on digi although I think it will run. This is all hard stuff but I see the most value here vs shares I see trading near it or lower I would exchange 1 for 1 with nexoptic but that is never my desired exchange as I said I saw and still see both at over $5/share at some point. Unless this gets proper eyes or huge cumulative contracts that share price for this one is very challenging for this year but I am not ruling out the narrative that huge contracts as well higher gross margin ones will happen this year. Regardless like I said I am extremely pleased with the company's integrity not to sell out to bigger houses and only get screwed by them I always disliked that finally a company that will not do that as per what ir keeps strongly emphasizing. Skyhealth by the way has a huge backer who was interested in its growth story and has provided strong backing when you get those companies they are worth their weight in gold. Ok I blabbed enough but just understand one thing I may say what I did about my vision of this company it will definitely hit five plus it may or may not be this year but this company is showing all the markings of a force to be reckoned with the story grows and it is but time people finally understand and see things as those who see with deeper vision not just a quick buck not saying I am against getting hence my short vision but again I also cover medium and long for not missing out on companies like this. Time will tell just my opinion and Vern if you call me promoting it sure why wouldn't I I have a sizable enough stake for my own personal circumstance my greatest holdings share quantity wise 8400 vs 3000 each nxo and axe tied for second out of 6 stocks. In any case I am talking like a lay person but even so I can tell you that the right decisions are being made patient strategic well placed not desperate or looking for a quick gain which will most likely result in the share price crashing. Again time will tell.