CountryMac - where did I distort the truth? Provid
Post# of 22940
Posted On: 12/17/2016 3:15:54 PM
Re: CountryMac #16480
CountryMac - where did I distort the truth? Provide an example. Dont accuse me of lying/distorting the truth with no examples.
"If youre going to mention the money from the SLAs why wouldnt you also mention that the 14.5M is revenue and not profit? Youre a spin doctor. Saving $9,600 (nearly 1% of $1M) here and there is how companies optimize their margins. " => I am not sure what your point is here. If it is the significance of $10Kgoing directly to the bottom line - I agree. I acknowledged in two posts the significance of cost savings and treating the money as one's own. However, there is also a "cost" to tripping over dollars to save pennies. This savings has a very big negative connotation to it with the unlimited shares. If they had 500MM OS of 4.5 AS and dilution was minimal or tied to insider compensation/one offs (option awards, grants, shares in lieu of payment, etc) it wouldnt be an issue. When the company is getting ready to blow through the AS and there seems to be no definitive end in sight to dilution and the company doesnt address when the buyback will begin or doesnt address this limit in weeks/months prior - it becomes an issue. Once again - I said it may end up not being one. But it is disingenuous at best to ignore the dilution and act lke it isnt an issue. Will the AS settle out at 5BB once they are cash flow positive or 10BB? Or 100BB? Shareholders continue to lose ground with every share of dilution. As far as buyback - it was stated that was the goal end of 15 and 16. We went the other way - in dramatic fashion. I acknowledged - business is dynamic. But this is the OTC and things often go sideways quickly even WITH the best of intents.
As far as margins - the company basically has none at thisthis point. Revenue/cash flow is king for any start ups. You dont need to accuse me of being a spin doctor by pointing out the obvious. Further, my point had nothing to do with saving money. It had to do with how that looked relative to what they are gaining. Bill did proide an explanation concerning the NV irregularities which is important and hopefully AS increase is minimum. However, how soon before company comes cash flow positive? $9600 gets eaten up in a week of cash burn based on financials. Company requires large scale revenues (through various fronts)right now to prevrnt runaway dilution. Where is the spin? Where is the distortion of truth?
Has the company started buying back shares? If so - how many?
What is expected time frame (months? Q?) before company becomes cash flow positive and can stem dilution/start buying back?
I dont expect a positive GAAP net income for several years unless EIA is highly productive in short order. So talking about optimizing margins is trivial relative to the potential negative net impact of unlimited shares.
I have been in this for several years. Have never sold shares even during the run to 74 when there was plenty of volume to do so. This has been a long term proposition for me as are most of the investments I make. My position can quickly be marginalized by runaway dilution. It already has been over halved in 2016. These should be questions all long term holders should be asking. If one is trading ticks - sure - bring on the dilution and drive it to 0.0001 and flip small positions for 100%. That isnt for me and that volatility harms my long term investment.
"If youre going to mention the money from the SLAs why wouldnt you also mention that the 14.5M is revenue and not profit? Youre a spin doctor. Saving $9,600 (nearly 1% of $1M) here and there is how companies optimize their margins. " => I am not sure what your point is here. If it is the significance of $10Kgoing directly to the bottom line - I agree. I acknowledged in two posts the significance of cost savings and treating the money as one's own. However, there is also a "cost" to tripping over dollars to save pennies. This savings has a very big negative connotation to it with the unlimited shares. If they had 500MM OS of 4.5 AS and dilution was minimal or tied to insider compensation/one offs (option awards, grants, shares in lieu of payment, etc) it wouldnt be an issue. When the company is getting ready to blow through the AS and there seems to be no definitive end in sight to dilution and the company doesnt address when the buyback will begin or doesnt address this limit in weeks/months prior - it becomes an issue. Once again - I said it may end up not being one. But it is disingenuous at best to ignore the dilution and act lke it isnt an issue. Will the AS settle out at 5BB once they are cash flow positive or 10BB? Or 100BB? Shareholders continue to lose ground with every share of dilution. As far as buyback - it was stated that was the goal end of 15 and 16. We went the other way - in dramatic fashion. I acknowledged - business is dynamic. But this is the OTC and things often go sideways quickly even WITH the best of intents.
As far as margins - the company basically has none at thisthis point. Revenue/cash flow is king for any start ups. You dont need to accuse me of being a spin doctor by pointing out the obvious. Further, my point had nothing to do with saving money. It had to do with how that looked relative to what they are gaining. Bill did proide an explanation concerning the NV irregularities which is important and hopefully AS increase is minimum. However, how soon before company comes cash flow positive? $9600 gets eaten up in a week of cash burn based on financials. Company requires large scale revenues (through various fronts)right now to prevrnt runaway dilution. Where is the spin? Where is the distortion of truth?
Has the company started buying back shares? If so - how many?
What is expected time frame (months? Q?) before company becomes cash flow positive and can stem dilution/start buying back?
I dont expect a positive GAAP net income for several years unless EIA is highly productive in short order. So talking about optimizing margins is trivial relative to the potential negative net impact of unlimited shares.
I have been in this for several years. Have never sold shares even during the run to 74 when there was plenty of volume to do so. This has been a long term proposition for me as are most of the investments I make. My position can quickly be marginalized by runaway dilution. It already has been over halved in 2016. These should be questions all long term holders should be asking. If one is trading ticks - sure - bring on the dilution and drive it to 0.0001 and flip small positions for 100%. That isnt for me and that volatility harms my long term investment.
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