Great post, Matza. I see Verb and Telx as very
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Posted On: 04/17/2020 1:35:15 PM
Great post, Matza.
I see Verb and Telx as very similar- Blue Ocean strategy, an innovative idea, consistent execution and follow-through, and from the Telx history books, ultimately redefining how an entire industry operated.
Now here comes Verb, with their beautiful hands in multiple industries, numerous ways to utilize their products, and a revenue potential that i'm utterly bewildered more big money players seem to not have yet realized. Key word is 'seem', as I have no idea what's happening behind the scenes.
I'm sure that Telx investors and Rory were very happy when the company was sold- But I believe 5-6 years after that, it was sold again for nearly 8x higher.
All that to say, I don't expect Rory or any of the world class BOD's to leave money on the table with Verb. This is much bigger than one industry.
So, (Here's my speculative nature) either we see a buyout so large in number that tech journalists and analysts will be shocked by how under their radar it was, or the company will continue its organic growth for however long it takes for everyone else to catch up to what we already know.
VERB is redefining the standard for video communications. Across multiple sectors
How much is that worth?
Looking at the market cap of less impressive companies, either with laughable security, heavy debt, or invisible CEO's, I can't help but imagine a number larger than I've ever calculated for Verb's true value. And I have quite the imagination.
Just for fun- If VERB was valued similarly to Zoom with our current share structure, the SP would be well over $1,000.
This is why I've said before that i'm here for forward splits, and generational wealth.
I see Verb and Telx as very similar- Blue Ocean strategy, an innovative idea, consistent execution and follow-through, and from the Telx history books, ultimately redefining how an entire industry operated.
Now here comes Verb, with their beautiful hands in multiple industries, numerous ways to utilize their products, and a revenue potential that i'm utterly bewildered more big money players seem to not have yet realized. Key word is 'seem', as I have no idea what's happening behind the scenes.
I'm sure that Telx investors and Rory were very happy when the company was sold- But I believe 5-6 years after that, it was sold again for nearly 8x higher.
All that to say, I don't expect Rory or any of the world class BOD's to leave money on the table with Verb. This is much bigger than one industry.
So, (Here's my speculative nature) either we see a buyout so large in number that tech journalists and analysts will be shocked by how under their radar it was, or the company will continue its organic growth for however long it takes for everyone else to catch up to what we already know.
VERB is redefining the standard for video communications. Across multiple sectors
How much is that worth?
Looking at the market cap of less impressive companies, either with laughable security, heavy debt, or invisible CEO's, I can't help but imagine a number larger than I've ever calculated for Verb's true value. And I have quite the imagination.
Just for fun- If VERB was valued similarly to Zoom with our current share structure, the SP would be well over $1,000.
This is why I've said before that i'm here for forward splits, and generational wealth.
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