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I don't think it's hard either. I think things won't happen as conventionally as you think. But hey, we'll see soon enough.
I have, the s-1/A isn't final and nothing else states that they must receive the money to close.
Are you sure of this? Who's to say they can't close the merger first?
I find it interesting that the posters keep telling us that SC is priced in already, however, Rory has told us multiple time to think about what valuation might be placed on a company like SC given the number of users and growth. Rory is telling us it is not priced in at the moment.
How will this plan unfold? Will we truly get a new valuation when the offering amount is disclosed? Or will our price simply rise as the acquisition closes? This is one intriguing story.
Rory's confidence is tangible, on the other hand, it's going to require something totally unconventional to make this work. Something it seems many of us have never seen or even heard of. This could make for one incredible story and/or a valuable learning experience.
Whatever's going to happen, will happen in less than 45 days.
To be fair, I don't think the volumes could have supported Rory dumping 50 million shares into the market. The stock price would have completely collapsed immediately. So I don't think it's as simple as asking "why didn't he sell then".
However, Rory undoubtedly will hold his shares right through the BO, whenever that occurs.
I would say he has at least another years worth of work to do to be buyout ready. Getting the MLM, edu, and clinicl trial verts complete will significantly raise the Price tag on this.
Rory knows speed is of the essence here and at this point Rory is still talking acquisitions. To me, that means he's not ready for any BO yet.
Speaking of acquisitions. I'd like to see fusz and promo merge as well. Very synergistic.
I believe a buyout will always be Rory's end game. This is what he does. He builds businesses and then sells them. I have no doubt that he will sell once he has created enough value. No idea what that number might be.
He may already have a number in mind. I still think we are a little ways from that point though. He's not done integrating and fully exploiting all the verticals.
On the other hand, never underestimate the speed at which technology progresses. Interactive video, while in it's infancy, is gaining momentum very quickly. Which makes Rory's timing on this so brilliant. Soon it will be hard to find a video that's not interactive. Any large corp that's watching this evolve should be getting a bit anxious.
So many more variables than mentioned here. Just take a look at where the valuation of NFUSZ shares has been over the past year. Valuations can and do change quickly. Also Synergistic value may not be priced in yet. Depends on the likely hood the market thinks SC will merge with Nfusz. There's a lot of different scenarios here that could alter the valuation significantly and that can happen very quickly.
Ok, let me ask you this. Do you think the current share price includes the valuation of SC? Does the market assume this transaction will close? What happens if the merger closes before the final s-1/A?
The S-1/A is not final. There are other scenarios that could happen that have not been articulated yet.
lol yeah, I was posting heavily about that strategy after the JD conf, then the S-1/A came out and refuted it, but now I'm circling back around to believe that's what would make most sense here. Along with Rory's comments from Friday. I've definitely been back and forth from being worried to being elated. We'll know for sure in less than 45 days.
Yup, I think this is exactly how it goes down. Rory clearly doesn't want to advertise this as it will create quite the shock and awe moment. So best to simply accumulate quietly and wait for that moment.
I guess your saying that they may close on the merger first, which is what I initially thought after hearing Rory explain it at the JD conf. Then the S-1/A came out that contradicted my thoughts. However, that is not the final S-1/A. Rory may be setting up the ultimate play.
The merger could happen first with the promise of payment after the offering closes which he already has firm commitments for. In that scenario you have the pricing/valuation of the combined companies which will reflect on the S-1A, after that a potential RS if needed. Then uplist.
Very plausible and no reason it can't happen that way if both companies agree. And very much what I thought may happen after hearing Rory at JD. I guess it's good to remember that the S-1/A is not final until it's final.
No problem with me. We can paint this thing all the way to 3 dollars.
See, the mechanics of it all is what I'm trying to understand. IF you believe it will happen that way, I would think you may have an idea of why/how you think it can happen that way.
In terms of your question, I may allow it if I planned to stay in the house as well and we had a contract stating I would get paid.
The filings say that the offering needs to be completed first to close.
However, I don't doubt the acquisition will occur. My only question is how to do the offering without RS first. Definitely am interested in any theories.
Roni, I hear you but What method do u think will be used to be able to do the offering before a RS?
They wouldn't be able to sell a whole lot. They would have to match the demand as not to tank the price.
It could be that those who participated in the early rounds of financing are still slowly selling off shares(not sure how much they still hold). They likely would lock in all the profits they could before year end. They may very well be buying back after the first of the year.
I think his point is that the offering will occur on the OTC. Which is something I've thought about as well. Below is how I think it would occur, However it's not clear how the whole simultaneous thing would work.
1. RS
2. offering
3. SC acquisition
4. uplist
I hear you DJ. I am trying to be a believer as well. I have total faith in the success of this company and Rory's ability to execute. The only skepticism that remains is surrounding this RS. One of the reasons myself and those I've encouraged to invest really had a great deal of confidence in this investment was because we seen a CEO that was finally taking care of the little guys. Very few company give a damn about the small investors, so this truly seemed like a rare opportunity. I am hoping that it remains so.
That's a good idea. And I think everyone that feels this way about the RS should as well.
I am all for other options to accomplish this. AS needs to increase and/or share price needs to rise. That's the only way I know of to do the offering before a RS.
I definitely appreciated Rory acknowledging the fact that a RS would not be great for us current holders and that he's not making this decision lightly.
Yes, I believe there are alternatives. As someone pointed out, our share count is a very manageable 180 mill
Rory, please get this stock to 1-2 before any RS is considered. That's all I'm asking. Let the small shareholders that have been faithfully holding all year be rewarded for being in early on this stock.
Those opportunities to be in early on something great happen so infrequently. If we split from here. it be the same as buying on the NASDAQ at 5. that's not being rewarded for being an early investor.
Roni, I always seen the RS as taking place before the offering. How do you think they will complete the offering for The acquisition without doing the RS first?
I think it's important to differentiate the two different types of longs here and understand why the view point is different.
I believe the longs that want to uplist soon are longs that bought under .10 and have profited greatly on the run to 3. Which of course means they sold some or all on the way up and have either reentered at the bottom or are waiting for the RS to reenter. They owe Rory a lot, as he afford them a life changing opportunity. As a show of appreciation, they will be on his side regardless.
Then there's the group of longs that got in after the run started. They, just like the other longs, believe in the company, Rory, and have a shared vision in terms of video marketing evolution. They bought somewhere between .30-.60 cents mostly and continued to buy, didn't sell a share, and rode it back down to this point (ME).
This second group hasn't made any money yet, but strongly believes that this company has the potential to be very disruptive. Because of this, they don't want to sell, however, they know that 1 or potentially two RS dilution will make it very hard to make the money they believed they could make originally. They thought a year ago when they bought that they would be greatly rewarded for being an early investor and holding strong(ME). Now after a year of waiting and holding, their seeing the potential to not be rewarded for that faith.
That's the difference as I see it. The second group of longs believe there's a better way to get to the same end goal and also preserve their ability to be well rewarded for their early investment.
At the end of the day we all want to see the company do well and make some good money along the way.
The essence of a rewarding holiday season. It's time for some shock and awe! Remind the markets that NFUSZ can be calculating and unpredictable. That's worth something all by itself. Yes Notshaken, these are the things we need to hear.
SS those confident posts always make me feel better for a moment. Not convinced of that anymore though. I was while Rory was doing his "rewarding and fasten seatbelt"speach. I really believed we would be moving north the entire month December to set up for an amazing Jan. Anyway, you know how that turned out.
I think it's pretty accurate.
1. Rory has a lot more to prove with this story
2. Its very likely that the opportunity to make money on this stock is not now but after the reverse split.
3. There's enough people that would know if the stock at this price was a steal. If it was, it wouldn't sit here day after day with little volume.
Good post RM! I agree with all your points. That's why I find Rory's comments about the market cap doubling with SC very interesting. The market already assumes that SC acquisition will happen, I think. So for the market cap to double something more substantial has to happen.
I don't know exactly what Rory's plan is but the share price/volume is foreshadowing the coming move, otherwise as you point out, the share price would close the opportunity gap.
Mixed feelings on the shac. The terminology Rory started using has changed. I know, because I feel my stomach sinking when he does it. If he has nothing really to share, it will not help us. Although I certainly welcome any glimmer of hope.
I on the other hand, think the stock price is the biggest indicator we have of what’s to come. That’s not a guarantee but it’s a good indicator.
Yup, unfortunately that’s how it’s starting to feel. I would even speculate the only reason chuck reddy was included as a board member is to get free shares to appease him for the RS. Cynical, I know, but price action is out biggest indicator right now. And given the information available, there’s nothing to refute this scenario.
I'm with Stock on this one. Nothing intriguing anymore about a decline in share price. With all that's known about the future, and no one is bidding this stock higher? There's a good reason to have some discomfort with this investment.
I believe in the direction of the company, I have no doubt that video will evolve in this very way. I also think that Rory is very skilled at building a company, However, that does not mean the investors that have been holding over this past year will get to benefit. The only ones that got to benefit were the ones that bought under.10 and sold in the 2's. Those were the early investors that made out. The rest of may not benefit from being an early investor. There's a good chance you can buy this cheaper after the split. That's what the current trading is telling us.
So when we hear Rewarding holiday season, and the stock continues to go down each day, well yes, its a little frustrating. If this was going to be some great deal next month, I think people would be buying and we would see share price going up.
If it goes like this and it definitely could. That would explain the weakness in this stock. If we need to get split twice, that will mean we have lost half our value from here. A scary thought for any investor. Splitting to 5 then trading down to 2.50 then splitting again, will clean our clocks. The only way the market cap will double, as Rory mentioned is by having more shares in the market. Man oh man, I can see why the volume right now is so low, if this is the case.
To be fair the comment started with "outside our company" so they likely are saying that they have no idea what will happen outside our company in 2019. Which is fair to say.
I get that Rory is trying to keep the investor base excited however, continuing to say things that never come to fruition is starting to really break trust with the investors. I would rather he said nothing at this point since his words no longer move the market anyway. Keep quiet and just deliver the goods. That way we don't have to keep our seat belts fasten for weeks at a time while still sitting in the driveway.
I think the upcoming RS is keeping the buyers reluctant. Why, because we don't know what kind of investors are going to buy this offering and how dilutive it could be and how big the discount to market will be. There are so many scenarios that could send this in one direction or another after the RS takes place. Uncertainty. I'm thinking I would like to have some money available after the RS and subsequent offering is announced.
I am not clear what this really means in terms of revenue:
I'm experiencing the holiday season, but not the rewarding one. Just a regular one.
In Rory's last video he said that our market cap is about to double and that investors haven't woken up to that realization. (or something to that effect)
Those are interesting comments because that means one of two things have to happen. Either we double in share price or we double in share count and remain the same price. Doubling in share price is starting to seem unlikely so perhaps he means share count (not rewarding at all!!). We know there will be an increase in the post RS share count of about 4-5 million shares. If we did a 20:1 split we would have 10 mill shares outstanding with a 6 dollar share price, given the current price. An extra 4-5 million shares isn't quite doubling our share count but it is pretty significant.
Or it will simply be a combination of both? Oh Rory, if you tell us rewarding holiday season, Let it be for all invested.
Btw that’s the whole point of a reverse merger. So a private company can go public.
That’s a good observation. Between Rory’s comments and the filings, the message seems intentionally ambiguous. I’m just not sure who for. The shorts or the longs. At one point I had all the confidence that faithful Long’s would be well rewarded. Today I’m not as clear on that point but still hopeful. Most of my skepticism comes from the current share price admittedly. However that doesn’t always tell the story. Rory sure seems pretty confident.
If I was any of these platforms, I would make a deal with fusz to have this integrated. I would add maybe 5 dollars to the platform, pay fusz 3 and keep the 2 dollar margin. Something along those lines anyway. We will see wide spread adoption once the first platform makes that move. Could that be whats happening with the Microsoft integration? Seems like a good possibility.