(Total Views: 446)
Posted On: 11/16/2021 2:25:21 PM
Post# of 32974
Last week Bambuser published 'interim' data for Q3
"Monthly Recurring Revenue (MRR) amounted to 6.0 MSEK (1.9), an increase of +213% YoY"
BTW: 6.0MSEK = $680,000 USD
I didn't look to see how much of the MRR is actually SaaS based. Some could be maintenance or other fees. That makes a difference if so and would lower their true SaaS MRR.
VERB: "SaaS recurring digital revenue (a component of Total Digital revenue) was approx. $1.8 million , up 25% year over year and an increase of 15% over Q2."
BTW: $1.8M / 3 = $600,000 USD
Verb's MRR and Bambuser are almost the same
But Bambuser market cap is $458M
Verb's is $137.3M
Bambuser is times 3 and a 1/3 higher
That would translate into a Verb $6.78 share price
Bambuser 'expects' $3.5M USD to be added to their ARR. This shows you the demand brewing.
Remember Bambuser has been valued at 1/2B US for a while. It's the closest comp to Verb but Verb has a lot more coming for it in my opinion. Do your own DD and don't make your investment decisions based on posts on a messageboard.
https://assets-global.website-files.com/61695...3_2021.pdf
Bambuser has about 200 employees
Verb has about 200 employees
I could not find an analyst covering Bambuser. Maybe there are.
Verb has a number of analysts following them. Wonder what their updated report might say?
Maybe they wait a week or to, to see the launch of MarketPlace or update now?
BTW: I purchased me some Verb today. Amazing 29 small blocks get executed just to fill a small part of the order. Even a 4 share $8 something trade. Then the sp goes up. No doubt in my mind the game is afoot.
"Monthly Recurring Revenue (MRR) amounted to 6.0 MSEK (1.9), an increase of +213% YoY"
BTW: 6.0MSEK = $680,000 USD
I didn't look to see how much of the MRR is actually SaaS based. Some could be maintenance or other fees. That makes a difference if so and would lower their true SaaS MRR.
VERB: "SaaS recurring digital revenue (a component of Total Digital revenue) was approx. $1.8 million , up 25% year over year and an increase of 15% over Q2."
BTW: $1.8M / 3 = $600,000 USD
Verb's MRR and Bambuser are almost the same
But Bambuser market cap is $458M
Verb's is $137.3M
Bambuser is times 3 and a 1/3 higher
That would translate into a Verb $6.78 share price
Bambuser 'expects' $3.5M USD to be added to their ARR. This shows you the demand brewing.
Remember Bambuser has been valued at 1/2B US for a while. It's the closest comp to Verb but Verb has a lot more coming for it in my opinion. Do your own DD and don't make your investment decisions based on posts on a messageboard.
https://assets-global.website-files.com/61695...3_2021.pdf
Bambuser has about 200 employees
Verb has about 200 employees
I could not find an analyst covering Bambuser. Maybe there are.
Verb has a number of analysts following them. Wonder what their updated report might say?
Maybe they wait a week or to, to see the launch of MarketPlace or update now?
BTW: I purchased me some Verb today. Amazing 29 small blocks get executed just to fill a small part of the order. Even a 4 share $8 something trade. Then the sp goes up. No doubt in my mind the game is afoot.
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