I am really glad Rory answered everyone's question
Post# of 32993
(Total Views: 264)
Posted On: 03/20/2018 10:51:59 PM
I am really glad Rory answered everyone's questions. He could have easily just did a 15 minute update and said "Got plenty more, but got to go..." Probably the last thing he wants to do at the end of a long day is do an almost hour long update.
His answers on valuation were good. It's not, try to find a company that is similar which is hard to do if no one is doing what you do. Valuation is based on the value it brings to the other company. Take for example NetSuites got sold for $9.3B. Some analyst thought that was too much, but if you look at the value it brings Oracle in the cloud space and keeps their customers from straying to competitors, it makes perfect sense.
So switching gears, need to start focusing on the value nFusz would bring to another company down the road. Looking at the stock price isn't the way to do it.
The other answer he gave which was good is the way to look at dilution. If a company is selling shares and getting minimal value, yup, that's dilution. But if the value of the company actually increases, that's a positive. Accretion dilution is often mentioned when one company acquires another and you do the modeling. The fact that he brought up those words and also was talking about being open to buying another company could be pretty, pretty, pretty interesting. I have to go back and relisten how far apart those questions were.
His answers on valuation were good. It's not, try to find a company that is similar which is hard to do if no one is doing what you do. Valuation is based on the value it brings to the other company. Take for example NetSuites got sold for $9.3B. Some analyst thought that was too much, but if you look at the value it brings Oracle in the cloud space and keeps their customers from straying to competitors, it makes perfect sense.
So switching gears, need to start focusing on the value nFusz would bring to another company down the road. Looking at the stock price isn't the way to do it.
The other answer he gave which was good is the way to look at dilution. If a company is selling shares and getting minimal value, yup, that's dilution. But if the value of the company actually increases, that's a positive. Accretion dilution is often mentioned when one company acquires another and you do the modeling. The fact that he brought up those words and also was talking about being open to buying another company could be pretty, pretty, pretty interesting. I have to go back and relisten how far apart those questions were.
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