But again, deals don't necessarily mean upfront re
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Posted On: 05/25/2019 9:07:17 AM
But again, deals don't necessarily mean upfront revenue, they are distribution deals with channel partners, resellers. The revenue won't hit until the partner makes sales and then pays SFOR, based on their terms of payment with their customers. That's why Mark can't say when payments will accrue.
It's just a guess at this point to say Q2 or Q3, it could be 2020, how can anyone tell? Maybe a company has let on to Mark about confirmed sales and incoming payments, in which case he should let us know. Otherwise, we know revenue's coming, but not when.
That also explains the eroding of the share price. Until there's an announcement of actual revenue we can expect that investors will move their money elsewhere in the interim, with the plan to re-enter SFOR in the future at about the same price, or even slightly lower. It's an opportunity cost, not a bad thing, just the way it is.
It's just a guess at this point to say Q2 or Q3, it could be 2020, how can anyone tell? Maybe a company has let on to Mark about confirmed sales and incoming payments, in which case he should let us know. Otherwise, we know revenue's coming, but not when.
That also explains the eroding of the share price. Until there's an announcement of actual revenue we can expect that investors will move their money elsewhere in the interim, with the plan to re-enter SFOR in the future at about the same price, or even slightly lower. It's an opportunity cost, not a bad thing, just the way it is.
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