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I am not sure SDNY could handle both of us in the same room - lol
We need eyes and ears at that meeting so we can get the real straight story about what happens.
More than one person attending would be great. I am sure there are many shareholders in the area and if they have the time, sitting in on the proceedings would be very beneficial.
We need facts - guess work, assumptions and other types of comments are not what we need.
Wow - now there's a name from the Past.
Hope all is well with you - been a while.
That was probably the most comprehensive DD post I have ever seen for an OTC stock.
Clear, concise, cogent, intuitive, strategic and forward looking.
TY.
Others may exist but haven’t come across one like this.
Wish I had more - lol.
Looks like Not even the likes of us can keep this one down
Have quite a few of those myself - and yes - looking real good.
The 2018 U.S. Farm Bill cleared the Senate and House this week.
And for many companies across the country, hopes are high... if you'll forgive the pun.
This is one of the potentially transformative pieces of legislation for the cannabis industry. It would legalize hemp production across all 50 states, ending a more than 80-year prohibition on hemp in the country.
The passage is poised to spark a new agricultural boom.
The companies standing to benefit from this windfall are hemp-based CBD producers.
I think this may prove transformative for SDVI/NANO101 as well.
I beg to differ a bit on the CBD. Look at Aurora Cannabis acquisition of CanniMed Therapeutics to bring into it's portfolio, an oils processing facility to add 720 liters of annual Oil production. CBD can come from cannabis plants or hemp and without the THC impact.
I think the move is brilliant. CBD market is expected to have an annual growth rate of 147% till 2022. I'd say they are in a good position to at least take advantage of the explosive growth. You don't have to be a big player - just be in the market and you will benefit.
On eBay alone this year millennial shoppers purchased 39K cannabidoil oils and supplements so far and conducted 284K searches.
CBD ostensibly can be used to treat anxiety, sleepless ness and pain. Usage is only going to grow.
I think the Nano101 acquisition will be very accretive to SDVI - now the only question is what did it cost us.
I know you have been around as long as I have, but I think the cannabis connection changes everything and while longer term folks who have been so called "burned" in the past may not come back or may not re-engage, there will be new players who want to play the cannabis angle and get in very low and hope that management makes the acquisition accretive.
I am holding a good position from 8 years ago and hoping that we finally see some positive action.
I figure I have nothing to lose since the stock was essentially worthless a year ago.
I had a colleague in my office buy a 2 pack for her mother who just had back and shoulder surgery and has been on traditional meds. Will let u know about order process, delivery and effectiveness
Let's hope the team can advance this sooner than later.
I assume you concur that the capacity is $2.4M a month.
My calculations are much richer than yours I might add. I used about $30M in revenue (STEADY STATE - 12-18 months)including Morpheus etc. I used an EPS of around 20% or $6M with a 30 multiple - due to MJ type valuations (30 may be low it could be 40)divided by $4B shares = $.045 - I added shares for the merger but have no idea how that all plays out - last I knew we were at around 3B+.
Thoughts????
Hi Ken, it's been a while - nice to see you posting again as an investor and not getting bludgeoned - lol - good feeling I am sure.
I looked at the info on this post and I think the calculations are accurate except that I think the $2.4M revenue is actually for a month not annual.
In the investor presentation it said their capacity was 37K 30 packs a month with an AOV of $65. That translates to $2,405,000 a month - $65 X 37,000, unless I am misinterpreting the slide #22 or #23 can't remember which one it was. That would change the valuation dramatically if my interpretation in correct.
Now obviously they are currently not selling 37K 30 packs a month and supply is an issue, but they theoretically could get to $2.4M monthly revenue. Also, if the AOV could increase a bit, then that would also be a huge impact on the bottom line.
So this order was executed thru their website vs. Amazon?
Great read - TY for posting it.
I am LMAO as everyone is trying to figure out the company refereed to in the tweet. So much activity - ONCI is now top 5 posted boards - he got all of you with that tweet - lol.
The contract is probably real but I suspect the company name is not quite Pharrel - based on the history of some of the past apoplectic reactions to his previous announcements - he is trying to protect the client from an onslaught IMHO of course.
Hopefully only one zero after the decimal point.
Hey go where you want - free speech and all but throwing that subject out there when not necessary just puts doubt in the system.
I have been victimized by many R/S in the past - I get it. But at this point I don't see the need.
JMHO - do what want and post what you want.
I don't post a lot anymore on Ihub - too much drama from a lot self serving folks.
I have been at it for a lot longer but my point is that let's leave that discussion for when it is warranted.
I believe it's possible as well-there are a lot of good reasons to do one and a lot more bad ones, but it's not on the radar now and I don't want to see a discussion deteriorate on a subject that is totally off topic based on recent news.
Please, let's not talk "experience". Don't go there.
Don't muddy the waters on this. Yes a fact of life down here but we don't need to veer off from the nice opportunity that is now present and get into a rat hole on stupid R/S chatter.
Sorry but R/S talks always get my dander up.
Agree 100% - knock off the talk of R/S. It gets addressed down the road.
Don't muck up the board with this nonsense.
I have been waiting 8 years on this stock - talk about patience.
I went thru the Reader Rabbit stage.
I went thru the Graffiti Stage
I went thru the new CEO stage - disastrous
And now we have this stage.
The difference for me is that this stage looks like there could be some real momentum building here with Morpheus and Nano 101.
They also have a previous commitment from a funding source that could provide capital to expand both these businesses.
I am really excited about the potential here and now we see that Inas is in a Technical capacity - which is where he is best suited and they will bring someone on board to really be able to grow the different businesses.
While I have seen this movie before, I am willing to wait still to see how it plays out.
I have more than a few million shares here so I have a lot to gain with patience.
Maybe, but it would be nice if they would publish the terms so we are not speculating.
I am not a fan of shares, but whatever it takes to moves this off of the mat is fine with me.
Have owned this stock for 8 years and still own a large block. I will hold another 8 years if this has a chance to be a player in the Cannabis space.
Only issue for me is how many shares were needed. SDVI has about 3B shares o/s (est on my part). They have 7B authorized, so there is a lot of room to acquire real companies with real products. At some point that 7B will need to addressed but if they utilize the shares prudently, the revenue and profits generated by acquiring companies already producing revenue and profits will make this stock spike fast- especially if producing revenue in the cannabis.
The 7B will be an afterthought if we can demonstrate exponential revenue growth.
GO SDVI.
You have me beat - been 8+ for me - still holding but the silence is nerve wracking and disappointing.
I thought you were in a meeting all afternoon - anyway, it won't matter - they are so far ahead they can't even smell the deplorables - lol.
Glad to see there are some smart traders who know who to root for.
Boy - that is a big number there - steak for you at Del Frisco’s Big House in NYC if that one comes to fruition
This is as real as it gets.
Not bad pricing - $11/month on a leased vehicle to save a life
or
$399 installed cash as an after market item for someone to add it to their vehicle after the fact.
Whose family isn't worth that???????????????????????
Seems like the report of ONCI's demise was maybe a tad exaggerated!
Future is looking much brighter today.
There are over 500 locations between AutoNation and CarMax - for this to be rolled out properly there is inventory build, materials and training required. Anyone who thinks this happens in a vacuum without some planning and hard work is not realistic.
It is also unrealistic to think in less than a month, that EVERY location would "be aware" of the product.
This is a product that has to be rolled out properly in order to maximize it's potential. This is not a "send it out and see what happens". That would be a marketing disaster. no this has to be planned and executed.
This has the potential to be a game changing app.
Take your time Steve - do it right the first time. You won't get a second.
Yes I did. Let's face it - both are under more scrutiny these days than Steve Berman and that is not an easy feat.
Well the good news is "they are real companies" and a proven relationship in some shape, way or form. Steve Berman didn't put that stuff on their websites - or did he - hmmmmm - we may need the DOJ or the FBI to look into this - oh never mind, they are too busy on "other" investigations - lol.
I wanted to post this as a reminder of why we are all here and why we wait patiently for this stock to break out. It is going to take patience - A LOT OF IT, but the info below is eye-popping and what could be for SDVI. This is from a research report I cam across today.
The term "internet of things" (IoT) seems like it’s been everywhere recently.
For those not familiar, IoT is a broad way to describe the concept of an interconnected network that includes machines, wearables, buildings, automobiles, and tons of other types of devices.
The thing is, despite millions of devices already being connected, we’re only at the dawn of the IoT era.
Cisco estimates that by 2020, within just the next two years, the number of connected devices will reach upward of 50 billion.
And in four years, that figure is estimated to reach 1 trillion.
The IoT market is massive — almost beyond comprehension.
With over $1.46 trillion projected to be spent on the IoT in the year 2020, no other tech trend will have a more dramatic impact on the near future.
According to McKinsey & Company, a worldwide consulting firm, the IoT will expand several industries at an alarming pace:
•Autonomous vehicles and maintenance will explode by 252%.
•Public health, energy, and transport will expand by 82%.
•Logistics and navigation will grow by 51%.
•Automated checkout will expand by 192%.
•Office security will jump by 114%.
•Home automation and security will grow by 75%.
•Health and fitness will explode by 841%.
All these industries are parts of our daily lives. And the IoT will have a direct, and enormous, impact on them.
Yup - right there under Partners - Applications.
Once fully rolled out - AutoNation alone could be anywhere from $1-2M A MONTH in revenue and that is a very conservative estimate based on 10-20% adoption rate on after market sale of distracted driving app. That's a whole lot of revenue and profit from just one deal.
This is JUST ONE DEALERSHIP GROUP - ONCI is headed north - it will take time to build consistency but based on the current signed deals, it won't take too long before there is real interest from the market.
This doesn't include any of the private label deals in the works - this stock will jump if one of those is announced near term.
It only takes one person (dealer) to say to another dealer - hey I have this after market app that I am selling as an add on to the sale of the care and getting an extra $10 month on the lease - these dealers are only interested in one thing - $$$$ - with the squeeze on margins due to the proliferation of on line tools to get the lowest price on a car, these folks are looking for ways to embellish their bottom line and these extra after market options are the way to go.
Tire packages, dings/dents, etc. is where there is money to be made - now add in a distracted driving app - everyone is getting a pitch on this and even if only 25% take it - the revenue is huge.
There are ~17M cars sold every year and then you also have all the used cars that are sold - this is a captive market - you only go in to the dealership to buy - it's not a mall where you browse - you go in and buy and then you have to listen to the pitch after sale and with the fact that most sales are leases now - BOOM.
He could show you a PO signed by the company and you would still say it's not real or call him a fraud, so why bother.
Proof will come out over time with the sales figures as they build. This is a work in progress and they are grinding away. There is no easy way to build revenue - you need to do it the hard way - you need to earn it and that is what they are doing.
One or two contracts aren't going to move the needle unless you get a major car company or a Gov't to "buy in" - otherwise it is pound the pavement and wear out a few soles and build it.
Simple answer is Azzam is an Engineer - has no clue about marketing.
Engineers see product development as the key to success. Marketing is frivolous (in their view). Soooo, it takes a back seat as they think the product will sell itself - other than an Iphone - that doesn't happen - lol.
The gist is he doesn't deliver on commits.
Maybe true - Q-2 should tell if he has been making progress.
I don't read a hell of a lot into "updates". I do look for progress and while fins are not audited (heard that a few times), progress is being made.
Other hints - SB has mentioned a number contracts with dealerships by name - mostly in the Northeast and NY/NJ area. If ANY of these were not true - Vinny The Nose and Tommy Too Much would already have visited him and made him withdraw their names from the public records - don't kid yourself - these dealers play hard ball. A contract of a different kind would have been on the table.
So I will let this play out - I think the people dragging this down are just quick buck traders making a living by scaring the bejesus out of others - not a fan of that.
I am a long - not too long as some others but I will wait and see if he is the real deal or just like the other 99% in this space
That's because the pin heads who trade pinks are all about get rich quick and have the attention span of a gnat.
Steve's error was trying to place a time line on a govt organization he has no control over.
Bureaucratic garbage.
Ultimately these trading cycles will be meaningless. If he has the sales and profit - it will be fine.
If he doesn't then the bashers are right and the cheerleaders will be wrong - simple as that.