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These employees knew there was a big boost from mask sales, and knew all along that that boost was going to go away. In Q2 they were back down to the same revenue level they were at for the previous 2 years before mask sales. Will they stay steady at the baseline, or increase it?
That's what we're trying to figure out.
He's not communicating with PRs, but he's communicating a lot to wholesalers. I'm on the email list for Leggings Wholesale, and there's been a new marketing email about twice a week over the past month. A lot of them are about new Halloween leggings.
The stock increased in price due to people here posting unrealistic revenue projections, and misleading potential investors.
Recent stock drop is due to disappointing Q2 revenues... nothing else.
I don't buy any claims that the drop of the past 3 weeks was due to a PR from 6 months ago about a possible RS. Any drop from that happened in March.
DA, get back in the office and hit the send button already. This is looking bad!
Adjust all your numbers down by exactly 0.4 million and I'll agree with you completely.
Hmm, you're right. Medical Mask Superstore's traffic had been strongly up from early April through early July, then started trending down over the last 5 weeks, but in the last 3 days it has spiked up again.
Oh now it’s 1.2mm. That was my original prediction months ago. Thank you very much. Let’s try for 1.3-1.4mm now. I think sales were brisk enough to do it.
I think Q2 will be better than Q1, for sure, but the real momentum is building in Q3.
Still, it's hard to predict because so many businesses and relationships are ramping up in the clothing space, while at the same time mask sales got another temporary bump, and it's hard to tell how much that contributed.
I'm guessing Q2 in the 1.0 to 1.1mm range, but hoping for something higher. I think 1.2 mm or more is achievable and would be a very positive sign.
I'm expecting Q3 to go much higher.
Seems like everyone's just waiting on Q2 results now. Folks have already taken their positions. Volume is low. The doubters haven't bought yet, and the believers have already had their fill and are holding strong.
I don't think DA cares one bit which specific BRAV investors make money and which don't. His focus is on improving the business and increasing the valuation. Why expend time and energy worrying about who's invested and whether he likes them? Makes no sense.
Uplisting absolutely attracts the awareness of a large number of new shareholders, some of whom will buy.
You're right that it's not enough for VC's... but they're more interested in the business itself... revenues and growth prospects... regardless of share structure.
But DA's interviews give me the impression that he's not looking for VCs.
For now he's funding from the cash and cash flow, so he's in a position of strength to turn down bad debt offerings or private investment offerings.
It's not the RS that scares investors. It's the fear that it'll be followed by massive dilution. Once it's clear that's not happening, the price will recover, though how long it'll take for people to be confident there's no dilution coming is anybody's guess.
The long-term driver of price is revenues, profits, and expectations of future growth in them.
I think a lot of this business progress will show up in revenues in the Q3 report.
I think the momentum was just starting to build at the end of Q2, so...
If Q2's bump up is small, then Q3's will be large.
If Q2's bump up is large, then Q3's will be huge!
So, how can last BRAV closing price be .00618, and the low price for today be .005715 ?
I thought it couldn't go beyond 4 digits.
Is this something only market makers can do?
The thing with numbers... they can be bent to support any argument, if you remove enough context.
Here, the vagueness is in which strains the vaccines are measured against. Break it down by strain, and you'll see that effectiveness in the real world was exactly the same as in trials.
The vaccines were modeled after the original strains, so of course they're more effective against those strains than against the delta variant, especially since the delta variant has mutations in the spike protein, which is what the vaccines try to mimic and target.
The vaccines have completely wiped out the original strains in areas where vaccination rates are high.
Your immune system gets trained to recognize one spike protein, and sees a slightly different one in the delta variant, so it's a bit slower to respond to it. That's to be expected. It's still a better response than no vaccination, so even with delta variant it will make a difference between death and serious illness, or serious illness and mild illness.
The good news for BRAV is that masks are likely to be just as effective against all strains, since it's mainly about particle size when it comes to masks. So the quality masks will still do the job.
I bought KN95 masks from BRAV. They're about the same as N95.
Yes, it's good for BRAV, and bad for children. Nobody likes wearing masks.
But whether children would get severe problems is only one factor to consider... there's also whether their teachers and parents will get severe problems when they get the virus via the children. Children in school are one of the fastest ways to spread any disease even though few of those diseases affect them much. Masks slow down the spread and severity due to lower initial viral load at exposure.
I wear my BRAV masks not because I like to, and not because someone told me to, but because I care about the people around me.
I go by evidence, data, facts, reasoning, and thinking about what the most likely explanation is for things. It helps in investing, and understanding politics.
That article has very little data, and what data is presented leaves out important context, like the timeframe in which certain numbers were gathered, how percentages were calculated, or in the case of absolute numbers, how that translates to percentages and compares to other time frames or "normal" rates.
Red flag: Articles which seem to intentionally avoid contextual data.
Other red flags:
black-and-white thinking (if not all good, then it's all bad)
A few rare coincidences = causation.
A lack of perfect correlation = no causation
Claims that a failed prediction by an opponent = a deceitful lie
These are all signs that the author has little to no solid data to back up the conclusions they want you to believe. That article is full of red flags.
The same analysis can be used when reading statements by CEOs trying to paint too rosy a picture of their company's health. How much is solid, well-contextualized data vs red flag spin? There will always be some spin in focusing on the best parts, but how convincingly is it supported by numbers, and how much of the big picture are they leaving out?
Come on man. You think the flu disappeared? They started calling the flu COVID!
Biggest scam of ALL TIME!
The vaccinated are no better protected than the general public from getting sick.
Unfortunately the vaccinated are no longer tested unless they are hospitalized.
Asymptomatic spreaders was a big lie unless they wear a BRAV mask wink
The vaccinated are now required to wear masks also.
If the vaccine worked masks would not be required.
On the contrary, there's overwhelming data from all over that the vaccines work incredibly well... just not as well against the delta variant as against the original variants from which the vaccines were derived, which is normal and to be expected.
Before delta variant took hold, 99% of hospitalizations were unvaccinated in the US.
But now, over 83% of cases in the US are delta variant. The older variants are almost completely gone. The vaccines crushed them, even with a lot of people not getting them. But delta does better against vaccinated so more vaccinated folks are ending up in the hospital than a month ago.
We need to slow the mutation/evolution of the virus, until we can get updated vaccines. That's another reason why lockdowns, mask wearing and social distancing early on are important, to slow mutations until scientists can catch up.
But we can agree that BRAV will keep selling lots of masks.
Yes it's always been expected that vaccinated people will still die, just at much lower rates for the strains they were vaccinated for, and lower rates for variants like delta, though not as much of a reduction.
So that article doesn't give surprising information.
The numbers there are consistent with that, since about 90% of people over 50 in the UK have had at least one shot, and about 73% in that age group have had both shots. So, the 10% completely unvaccinated account for 35% of the delta variant deaths in the over 50 age group (38 of 109).
Remember, the vaccines were made 16 months ago, so they're not customized to recent mutations. They're extremely effective against the original strains, and still effective (just not as much) against the highly virulent delta variants.
Tying this back to BRAV, it means masks will be needed for a while longer, especially in health care and "event" settings, until delta is under control or delta-specific vaccines/boosters can be made, which may explain why BRAV's medicalmaskssuperstore traffic continues to regularly hit new highs.
Just think how sweet it would be if DA and Bravada were to actually get the Q2 financials out before the Aug 15th, 2021 date.
Not true.
Provide the sources.
Yes. All but one were unvaccinated.
The recent pattern of lower average age of hospitalized covid patients is consistent with the lower rate of vaccination amongst the young.
It looks like the goal of Fashion Buying Group is to "pool" orders from smaller fashion buyer/sellers, so they can get better wholesale rates.
So if 20 small clothing websites each want 2 of the girls paw print leggings, they can place an order for 40 and save money.
The question is, do they place big orders ahead of time, then try to sell to their members at a slight markup, or is it ordered "as needed" but with delays. Probably the former, since the delays would unacceptable.
I wonder if they charge a membership fee to help them stay above water.
It looks like their PRs are low-budget, perhaps even automated copies of the wholesalers they buy from, in order to save on costs.
He talked a lot about that topic in the Waypoint Refinery interview last month.
It was only 1 million shares dumped between .0055 and .0062.
The big bid/ask spread is the interesting story here.
Love seeing USA Fashion mentioned in another wholesaler's PR.
All these examples you've found are good signs that the wholesale business is strong. It's very hard to judge just how strong Q2 and Q3 will be, given that this is a very different business model than in the past, and it's just getting started.
I'm hoping my estimates are low.
We should have a good idea of how the wholesale ramp up is going when Q3 results come out in November. Hopefully next month's Q2 results give us some clues.
Interesting. That looks and acts like a Bravada site, but none of the links at the bottom of the page work, so it's difficult to tell WHO runs it.
That post was a prediction of the future, and talking about change over time, so it COULD be accurate to say "exponential" in that case, even if I don't personally think that growth will be exponential that soon.
In this case, I might question the prediction, but not the use of the word.
The rocket ship up will occur on Aug 15th! Or...Aug 16th since #s will probably come out after the market closes on the 15th.
the CEO increased the O/S exponentially, and everyone thinks this is a good thing
They recently tweeted out about these math leggings:
https://www.worldofleggings.com/creamy-soft-stained-blue-math-leggings-usa-fashion/
If a woman wanted to catch my attention, this would be the perfect way.
I think all that is still early in the buildup phase.
It will eventually lead to big revenues in Q4 and next year, but I don't think we'll see a big increase in Q2. Too early in the development phase of the new sites.
Still, I think Q2 should be better than Q1. Probably between 1.0 and 1.1 million.
The one thing which might overshoot my expectations is MedicalMaskSuperstore.com, whose traffic reached all-time highs in Q2, surprisingly shooting upward instead of fading away. If that converted to revenue, then Q2 could see a nice revenue boost to tide things over until the newer product sites take over as growth drivers.
Now how does he not have access to public information???
Good thing the CEO spends most of his time doing photoshop and taking pictures
Seriously how could someone expect the price to go up when the price is going down while revenues were increasing?