Every once in a while the conversation of buyout p
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Posted On: 12/19/2019 12:14:12 PM
Every once in a while the conversation of buyout pops up
Here's my perspective with some facts & links to noodle on
In 2018 SAP bought Callidus Software for $2.4 billion
VERB reminds me of a young Callidus, but with something different. Hold that tought for a minute.
Did you know Callidus is in the CRM space?
Did you know Callidus also sells to direct sales companies among other verticals?
https://www.calliduscloud.com/direct-selling-pro
Did you know Callidus bought 17 companies along the way?
In November 2003, the company went public on the Nasdaq raising $70 million
Now take a look at their charts.
What do you see?
https://fairlyvalued.com/company/CALD
A nice steady growth over the last 7-8 years
What about before then. What's up with that?
Cloud software back in the day was not as popular as it is today. Lot of Legal and Security concerns. Cloud software companies now are growing faster than ever before.
Now go back and look at the income one. What's up with that?
Yup, those aren't stalactites. That is negative income for all, but one year.
But, but how can that be? Didn't SAP look at the income before they offered $2.4B?
Didn't they realize the company had negative income for almost their whole public history?
I'm pretty, pretty sure they could have turned that positive at any point in time, but why?
Why slow down your growth when you are on a path to being a $2.4B company?
VERB as it sits today, it is very attractive for a buyout. Chess pieces are together. They have a lot of customers, a lot of users, great products, expanding products, great reviews, an extremely large market opportunity. They now have the complete package.
Would a company pay more than the $33M market cap?
Absolutely
Is VERB for sale?
Why would you sell when you just finished putting all the pieces in place?
Keep adding customers and keep growing revenue. Then sell.
Oh, and the difference between Callidus and VERB.
One has highly unique disruptive technology with patents and patents applied for
But don't get your DD off a message board. Maybe look to people that worked at other companies that had disruptive technology like Apple.
Ms. Heinen stated: "It's a privilege to be joining VERB's board of directors. This company represents the unique combination of an extremely capable, talented, and dedicated management team and a highly unique disruptive technology . I look forward to working alongside Rory and the executive management team, as well as the board to help take this company to the next level and increase VERB's value to customers and shareholders."
SAP acquires Callidus Software in $2.4 billion deal
https://www.zdnet.com/article/sap-acquires-ca...lion-deal/
Here's my perspective with some facts & links to noodle on
In 2018 SAP bought Callidus Software for $2.4 billion
VERB reminds me of a young Callidus, but with something different. Hold that tought for a minute.
Did you know Callidus is in the CRM space?
Did you know Callidus also sells to direct sales companies among other verticals?
https://www.calliduscloud.com/direct-selling-pro
Did you know Callidus bought 17 companies along the way?
In November 2003, the company went public on the Nasdaq raising $70 million
Now take a look at their charts.
What do you see?
https://fairlyvalued.com/company/CALD
A nice steady growth over the last 7-8 years
What about before then. What's up with that?
Cloud software back in the day was not as popular as it is today. Lot of Legal and Security concerns. Cloud software companies now are growing faster than ever before.
Now go back and look at the income one. What's up with that?
Yup, those aren't stalactites. That is negative income for all, but one year.
But, but how can that be? Didn't SAP look at the income before they offered $2.4B?
Didn't they realize the company had negative income for almost their whole public history?
I'm pretty, pretty sure they could have turned that positive at any point in time, but why?
Why slow down your growth when you are on a path to being a $2.4B company?
VERB as it sits today, it is very attractive for a buyout. Chess pieces are together. They have a lot of customers, a lot of users, great products, expanding products, great reviews, an extremely large market opportunity. They now have the complete package.
Would a company pay more than the $33M market cap?
Absolutely
Is VERB for sale?
Why would you sell when you just finished putting all the pieces in place?
Keep adding customers and keep growing revenue. Then sell.
Oh, and the difference between Callidus and VERB.
One has highly unique disruptive technology with patents and patents applied for
But don't get your DD off a message board. Maybe look to people that worked at other companies that had disruptive technology like Apple.
Ms. Heinen stated: "It's a privilege to be joining VERB's board of directors. This company represents the unique combination of an extremely capable, talented, and dedicated management team and a highly unique disruptive technology . I look forward to working alongside Rory and the executive management team, as well as the board to help take this company to the next level and increase VERB's value to customers and shareholders."
SAP acquires Callidus Software in $2.4 billion deal
https://www.zdnet.com/article/sap-acquires-ca...lion-deal/
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