As usual I found the interview both discouraging a
Post# of 82672
On the downside, what comes through is that the big deals are still not active or certain, the revs are not going to be much better the rest of this year, and worst of all Mark implied that they are still having to borrow money -- meaning more share issuing. Same old, same old.
On the upside, he implied that the hotel market testing was going well, and that a (another?) big chain was considering it. SFOR's share of the dollar/day/user might be modest, but the numbers could eventually be great. He seemed to be implying that two hotel chains were in negotiations. Mark, in several spots, pushed the prospect of break-even revs out to 2020. But we have learned to be patient, right?
If business travellers do start using SFOR products while in hotels, aren't some of them going to talk to their IT boss about covering the whole company?
Final thought -- a $5 million market cap is peanuts for a company with this potential. If break-even revs are announced, combined with great prospects, the market cap could quickly hit 20 to 50 m.
Erie