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Posted On: 07/12/2018 11:00:50 PM
Post# of 40990
Huh, me know nuttin'. Blowouts always depend on what is blowing out and where it is blowing out from.
The reality is it is difficult to analyze this if some/many/most of the catalysts were to hit over a short time period:
- debt verified clear (not sure what market needs to see)
- name change and any declaration of revenue from other arms
- share reduction shown officially (prop plane banner over Ocean City, NJ)
- effective marketing program
- run rate for existing dealerships starts to ramp up
- high level impacts from AutoNation & CarMax
- new/more dealerships signed
- more major dealerships signed (a la AutoNation)
- more International customers signed
- 1-3 private label deals
- something really huge like AAA or auto ins company or BMW or huge fleet
- something really huge like a venture with or for car manufacturers
- progress on legislative fronts (think seat belts)
- universal appeal that DD kills more people than DUI/DWI
- effective spokesperson signs on (maybe celebrity impacted by DD)
- revenue growth from arms/legs #2 - #4 (especially plan for Dental)
- update on #5 - MJ??
- introduction/update for #6
- EMOTIONS of a real run
As Mary likes to say - think about that and let that sink in.
Current status is that we have Q/Q and Y/Y revenue growth when compared to last summer when pps approached $.02. We will definitely have share reduction and new revenue streams from AN & CM (3 times existing run rate).
Without knowing what catalysts from the list above will happen short term, what we do know could generate a pps run that surpasses last summer's run - especially considering we are reducing shares by 30% or so.
Now, consider what happens if all that is known already is augmented by several of the catalysts listed above - especially 1 or 2 of the really big ones. I am also of the mind that if we sign any of the really big deals, that could easily beget more big deals - just the way competition works. What if either #5 or #6 generates revenue similar to DD arm?
Perhaps, the biggest variable here is emotions. If this starts to run - for all the right reasons - emotions could easily provide a boost to the run.
So, I expect a run to happen and the catalysts that do happen to drive the run will determine exactly what happens to the PPS! SOON!
IMO - PPS projection is $.003+ SOON
The reality is it is difficult to analyze this if some/many/most of the catalysts were to hit over a short time period:
- debt verified clear (not sure what market needs to see)
- name change and any declaration of revenue from other arms
- share reduction shown officially (prop plane banner over Ocean City, NJ)
- effective marketing program
- run rate for existing dealerships starts to ramp up
- high level impacts from AutoNation & CarMax
- new/more dealerships signed
- more major dealerships signed (a la AutoNation)
- more International customers signed
- 1-3 private label deals
- something really huge like AAA or auto ins company or BMW or huge fleet
- something really huge like a venture with or for car manufacturers
- progress on legislative fronts (think seat belts)
- universal appeal that DD kills more people than DUI/DWI
- effective spokesperson signs on (maybe celebrity impacted by DD)
- revenue growth from arms/legs #2 - #4 (especially plan for Dental)
- update on #5 - MJ??
- introduction/update for #6
- EMOTIONS of a real run
As Mary likes to say - think about that and let that sink in.
Current status is that we have Q/Q and Y/Y revenue growth when compared to last summer when pps approached $.02. We will definitely have share reduction and new revenue streams from AN & CM (3 times existing run rate).
Without knowing what catalysts from the list above will happen short term, what we do know could generate a pps run that surpasses last summer's run - especially considering we are reducing shares by 30% or so.
Now, consider what happens if all that is known already is augmented by several of the catalysts listed above - especially 1 or 2 of the really big ones. I am also of the mind that if we sign any of the really big deals, that could easily beget more big deals - just the way competition works. What if either #5 or #6 generates revenue similar to DD arm?
Perhaps, the biggest variable here is emotions. If this starts to run - for all the right reasons - emotions could easily provide a boost to the run.
So, I expect a run to happen and the catalysts that do happen to drive the run will determine exactly what happens to the PPS! SOON!
IMO - PPS projection is $.003+ SOON
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