Long Post for Investors (redflix S4E17) Geez, I
Post# of 32981
(Total Views: 485)
Posted On: 10/03/2019 9:10:22 PM
Long Post for Investors (redflix S4E17)
Geez, I guess someone had a complaint?
Was watching JW3 but still like some of the older scenes
Jimmy: Evening, John.
John: Evening, Jimmy. Noise complaint?
Jimmy: Noise complaint.
Jimmy: You... uh..."working" again?
John: No, just sorting some stuff out.
Jimmy: Oh well, I'll leave you be then. Good night, John.
John: Good night, Jimmy.
Also re-watched JT in "I am Wrath"
Now how ironic
"I am Wrath"
Yeah, I know what you are thinking, which one?
What day of the week is it?
Must not be Sat. or Sun. as most BWers don't work OT
So many Wraths, can't keep them all straight
I know, in all this confusion, was there 6 Wraths or only 5?
Being there is a message board, where anyone can create IDs, faster than dandelions
You got to ask yourself one question
In all this propaganda, I kind of lost track, how may Wraths are left?
Got three minutes...
(That was from the movie)
Ahhh, Wrath 5, what happened to 1, 2, 3, and 4?
You took them out or new an improved?
Now you've been upgraded, v5?
Guess V1 sucked?
Thank goodness, as the previous version failed
No matter the version
Seems to be a very disgruntled cold soul
That doesn't realize most companies check social media before hiring
Oopsie, would think they knew
Always questioning everything including the obvious
"I see my feet"
"I see my feet"
"How do I know their mine?"
Why do I bother pointing out the obvious?
Because Noob investor fall for their games day in and out
If they didn't, they wouldn't post
It's like the scam emails wanting to send you money
People fall for it, so that's why they do it
They engage the people that want to see good companies fail
Have they placed their bets on companies failing?
Or just obsessed
"Fantasy has turned to madness
And all my (self proclaimed) goodness
Has turned to badness
My need to possess you
Has consumed my soul
My life is trembling
I have no control"
You figure out why they invest so much time
You figure out why people waste hundreds of hours of year engaging
If you were going to live forever, maybe it's a time killer like video games
Pretty sure it's not to protect investors
On another note:
I posted start up companies that are worth a $1B plus now
I posted companies that were worth $1B, 5 years ago and you can see where they are now
Covered the current $1B+
Covered the past $1B+
The key is looking back 5 years and looking at the ones that weren't $1B+ and seeing on they got there
Let's start with CallidusCloud
Sold for $2.5B to SAP last year for 12.5x SaaS revenue or 10x total revenue
A 21% premium to the then stock price at the time
2012 SaaS revenues of $55.1 million were up 23%,
2017 SaaS Revenue of $198.2 Million up 31% Year over Year
SaaS Deferred Revenue of $129.3 Million, up 31% Year over Year
2017 Total revenue $253.1 Million in 2017
Recurring revenue gross margin was 72%, compared to 74% in the prior year.
Overall gross margin was 61%, compared to 62% in the prior year.
Operating loss was $21.4 million, compared to $17.4 million in the prior year.
Pre-tax loss was $20.5 million, compared to $17.8 million in the prior year.
Stock Symbol: CALD
Stock Exchange: NASDAQ
IPO Date: Nov 20, 2003
Delisted Date: Apr 5, 2018
Valuation at IPO: $314.8M
Amount Raised: $70M
Share Price at IPO: $14.00
Shares Sold at IPO: 5,000,000
Shares Outstanding at IPO: 22,488,261
Let's pick a number and say VERB's revenues are $16M this year. You can add whatever growth you want to it which will increase as more products are released.
Now pick a multiplier. Right now it's about 1.5
What if 5.7 or 10?
$16M x 5.7 = $91M / $25M Market Cap = 3.65 x $1.09 = $3.97
$16M x 10 = $160M / $25M Market Cap = 6.4 x $1.09 = $6.97
Now watch what happens when revenues doubles
$32M x 5.7 = $182M / $25M Market Cap = 7.28 x $1.09 = $7.93
$32M x 10 = $320M / $25M Market Cap = 12.8 x $1.09 = $13.95
I've had enough of scheming and messing around with jerks...
There's a lot of opportunities if there aren't
you can make them make or (let people) break them.
Geez, I guess someone had a complaint?
Was watching JW3 but still like some of the older scenes
Jimmy: Evening, John.
John: Evening, Jimmy. Noise complaint?
Jimmy: Noise complaint.
Jimmy: You... uh..."working" again?
John: No, just sorting some stuff out.
Jimmy: Oh well, I'll leave you be then. Good night, John.
John: Good night, Jimmy.
Also re-watched JT in "I am Wrath"
Now how ironic
"I am Wrath"
Yeah, I know what you are thinking, which one?
What day of the week is it?
Must not be Sat. or Sun. as most BWers don't work OT
So many Wraths, can't keep them all straight
I know, in all this confusion, was there 6 Wraths or only 5?
Being there is a message board, where anyone can create IDs, faster than dandelions
You got to ask yourself one question
In all this propaganda, I kind of lost track, how may Wraths are left?
Got three minutes...
(That was from the movie)
Ahhh, Wrath 5, what happened to 1, 2, 3, and 4?
You took them out or new an improved?
Now you've been upgraded, v5?
Guess V1 sucked?
Thank goodness, as the previous version failed
No matter the version
Seems to be a very disgruntled cold soul
That doesn't realize most companies check social media before hiring
Oopsie, would think they knew
Always questioning everything including the obvious
"I see my feet"
"I see my feet"
"How do I know their mine?"
Why do I bother pointing out the obvious?
Because Noob investor fall for their games day in and out
If they didn't, they wouldn't post
It's like the scam emails wanting to send you money
People fall for it, so that's why they do it
They engage the people that want to see good companies fail
Have they placed their bets on companies failing?
Or just obsessed
"Fantasy has turned to madness
And all my (self proclaimed) goodness
Has turned to badness
My need to possess you
Has consumed my soul
My life is trembling
I have no control"
You figure out why they invest so much time
You figure out why people waste hundreds of hours of year engaging
If you were going to live forever, maybe it's a time killer like video games
Pretty sure it's not to protect investors
On another note:
I posted start up companies that are worth a $1B plus now
I posted companies that were worth $1B, 5 years ago and you can see where they are now
Covered the current $1B+
Covered the past $1B+
The key is looking back 5 years and looking at the ones that weren't $1B+ and seeing on they got there
Let's start with CallidusCloud
Sold for $2.5B to SAP last year for 12.5x SaaS revenue or 10x total revenue
A 21% premium to the then stock price at the time
2012 SaaS revenues of $55.1 million were up 23%,
2017 SaaS Revenue of $198.2 Million up 31% Year over Year
SaaS Deferred Revenue of $129.3 Million, up 31% Year over Year
2017 Total revenue $253.1 Million in 2017
Recurring revenue gross margin was 72%, compared to 74% in the prior year.
Overall gross margin was 61%, compared to 62% in the prior year.
Operating loss was $21.4 million, compared to $17.4 million in the prior year.
Pre-tax loss was $20.5 million, compared to $17.8 million in the prior year.
Stock Symbol: CALD
Stock Exchange: NASDAQ
IPO Date: Nov 20, 2003
Delisted Date: Apr 5, 2018
Valuation at IPO: $314.8M
Amount Raised: $70M
Share Price at IPO: $14.00
Shares Sold at IPO: 5,000,000
Shares Outstanding at IPO: 22,488,261
Let's pick a number and say VERB's revenues are $16M this year. You can add whatever growth you want to it which will increase as more products are released.
Now pick a multiplier. Right now it's about 1.5
What if 5.7 or 10?
$16M x 5.7 = $91M / $25M Market Cap = 3.65 x $1.09 = $3.97
$16M x 10 = $160M / $25M Market Cap = 6.4 x $1.09 = $6.97
Now watch what happens when revenues doubles
$32M x 5.7 = $182M / $25M Market Cap = 7.28 x $1.09 = $7.93
$32M x 10 = $320M / $25M Market Cap = 12.8 x $1.09 = $13.95
I've had enough of scheming and messing around with jerks...
There's a lot of opportunities if there aren't
you can make them make or (let people) break them.
(19)
(0)