bit by bit new investors are going to see the big
Post# of 82686
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Posted On: 08/03/2018 7:16:03 PM
bit by bit new investors are going to see the big picture.
Here a little sketch of how things took a big turn this week.
A. The Cisco buyout of Duo implies a very high PE for valuing Duo where Duo's website claims 100+m (2017) in revenues, but 600+ employees. Cisco's deal is for 2.35b. That seems to indicate a really high PE for wherever the net earnings were . Perhaps it's because of the future growth potential. It seems to mean that PE's for fast growing authentication companies can be far north of 25.
B. I would think that the metrics in this deal are also quite useful to SFOR's legal teams in calculating settlements. Less than a year ago Duo had a 1.17b valuation, now it's 2.35. Showing the huge valuation jump in Duo this year probably has Ropes & Gray smiling.
https://finance.yahoo.com/news/cisco-buys-duo...15027.html
C. One report when looking at all authentication revenues for North America indicates 2.3b in 2017 . (OH MY, there's that 2.3b number for a third time! SFOR shares outstanding, Cisco deal for Duo, and 2017 total North America authentication revenue!!!)
https://www.transparencymarketresearch.com/mu...arket.html
D. Globally, the authentication market is projected to be 12.5b in revenues by 2022 .
https://www.marketsandmarkets.com/Market-Repo...t-877.html
E. For entertainment, pick a percent of that 12.5b you think fundamental patents underlying the authentication market are worth, and then multiply that by PE's north of 25. Then consider why SFOR has the legal teams they have.
Have a great weekend.
Here a little sketch of how things took a big turn this week.
A. The Cisco buyout of Duo implies a very high PE for valuing Duo where Duo's website claims 100+m (2017) in revenues, but 600+ employees. Cisco's deal is for 2.35b. That seems to indicate a really high PE for wherever the net earnings were . Perhaps it's because of the future growth potential. It seems to mean that PE's for fast growing authentication companies can be far north of 25.
B. I would think that the metrics in this deal are also quite useful to SFOR's legal teams in calculating settlements. Less than a year ago Duo had a 1.17b valuation, now it's 2.35. Showing the huge valuation jump in Duo this year probably has Ropes & Gray smiling.
https://finance.yahoo.com/news/cisco-buys-duo...15027.html
C. One report when looking at all authentication revenues for North America indicates 2.3b in 2017 . (OH MY, there's that 2.3b number for a third time! SFOR shares outstanding, Cisco deal for Duo, and 2017 total North America authentication revenue!!!)
https://www.transparencymarketresearch.com/mu...arket.html
D. Globally, the authentication market is projected to be 12.5b in revenues by 2022 .
https://www.marketsandmarkets.com/Market-Repo...t-877.html
E. For entertainment, pick a percent of that 12.5b you think fundamental patents underlying the authentication market are worth, and then multiply that by PE's north of 25. Then consider why SFOR has the legal teams they have.
Have a great weekend.
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