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The market cap at today's closing price means we're trading at a stupidly low 1.35x forward revenue for year...this is CRAZY!!
$5.5 million, which is slightly lower than my estimate the other day of $6.37 million on four quarters of revs.
Give it a little more time, we're in the money here...remember a certain acquisition for 4x revenues could close as soon as this Friday.
Consistent revenue growth last 3 quarters (22-23%) before the 400%+ big jumps coming are great to see!
Because they actually do plan to file them - when Shala, R/M, or *whatever they are working on* finally closes. They would rather keep their privacy on disclosures & financial info before its absolutely necessary. Might have "given away too much of the game" if released at the time, etc.
As you recall, when they signed the contract last April, they had to put up around $15M and prove they met certain ratios & liquidity requirements, which disclosing may affect other parts of their businesses, etc.
LOL I asked that as well! I ask him a lot of things. He only replies when the answers are non-material, being the good lawyer that he is.
I asked Wolfgang this morn if the scanning report has changed the timing for Shala moving forward (since we already know its not suspended). He said no.
Wouldn't be surprised if the funding has already closed. You know how they like to file the 8ks a month or two behind...
Engaging PCAOB auditors for an uplist makes so much sense when you're trying to spoof assets...c'mon man, they would be trying to avoid transparency not welcoming it if that was the case.
You got your 50k free shares from flipping the other day now its time to buy at the ask!
C'mon we know the typical deal for those who flip-flop their tune with regularity: negative speculation when they're looking to load and positive when they're looking to unload.
What do you think that will be in real numbers? I could only go on the fins we have so far
Well I'm glad your opinion has nothing to do with what the company accomplishes! I'll stick to numbers, you stick to speculation
A nickel is $19.3M mc, all else equal. So you're thinking the entire business isn't worth at least 3 times the conservatively projected renevues...?
No doubt! Extrapolating Q2 & Q3 revs to a full year without any growth (which may be too conservative), a full year of CURRENT revenue could be $1.59M (348k + 448k times 2 more quarters). So 4x the current revenue may mean somewhere in the range of $6.37M projected for full year 2019. So with the $7.6M market cap as of yesterday, I'd say this is WELL UNDERVALUED.
$AXXA Catalysts
-Fins from period ending Dec 31st showing at least $50M in consolidated assets (see PR from 12/20) & increased revenue. EXPECTED FILING TODAY 2/15.
-VIP Digital Communities acquisition announced Feb 13th and expected to close by the 23rd. Will add $8M in assets & will QUADRUPLE 2019's expected revenue (baseline revenue figure currently unknown)
-Softsmart 2.0 subsidiary awarded long-term contract around Feb 4th that will increase revenue up to 100% (baseline revenue figure currently unknown). Cleverguides & AI tech platform also finalizing deal with Fortune 500 companies. (Two separate deals or same one?)
-Current acquisition pipeline to result in at least $100M in assets by end of Q1
-Bavaria property deal worth €10.2M to close in Q1 or Q2.
-Removal of Shell Risk, become fully reporting, and uplist to OTCQB tier
LOL we all know its Damann trying to scalp more shares to flip, he just admitted to it
Amen!
Looks like we had the same thoughts haha
I see testing .37 (the real 52 week high) later this year as revenues are realized and more acqusitions are completed. That would be a $143M market cap. Not there yet IMO, but soon ;)
The 1.3x price last year was fat finger or MM manipulation, I was here for it. As I'm sure you know, the circumstances last year were different as many could not sell during that run up -- hence the big crash when all shares were freed up.
This is growing now on fundamentals rather than the "short squeeze" hype of last year. Volatile price swings are likely to continue as is the double-edged sword of a lower float stock being accumulated and flipped by some along the way up. But we know where this is heading!
Enthalpy nailed it awhile back: they'll get current before the next annual 10k is due.
The NT for the next Q should be filed either tomorrow or Tues
Q3 rev was $448k, up $100k from Q2. Hard to know what aquisitions were finalized in Q4 that were generating revs, but I guess we'll find out soon! I know it was mentioned yesterday, but the fins from Q 1 & 2 THIS YEAR is where we'll likely start to see some crazy revenue numbers.
Who knows on the revs though!
These fins are for Q4, Which looks like they will show $40-60M assets total according to the 1/29 PR. $100M in assets is goal for end of Q1, which looks like they may blow past at this rate!
I guess 10 days isn't that long to wait haha. Thanks for posting their reply
Recieved an email back from that website: not the right company.
Have you gotten confirmation that's the actual company from the news? I guess Hobe Sound is Miami, so makes sense
So glad I hopped off the bid and hit the ask for another 100k an hour before the fun started! All about the timing.
Grateful I slapped those 143s & 144s earlier!
2sssssss!
I've not been able to find reputable sources that show what price per kwh other countries, say Italy for instance, has been buying their imported power that Shala could sell to. Any leads on that?
"Your guy" ???
I'm still waiting for financing terms to use the cost of capital in a reliable cash flow estimate. If it's 5-7%, I see $1.50-$2.00 in the weeks after the announcement. If its 8-12%, I see $1.00 or so. There is, however, the unknown risk premium that must be taken into account, which given the instability we've seen over the years will likely be high. Read: its still going to take 36 months to build, and the inherent risk will have to be priced in as a lower pps that the market is willing to pay.
I know that's probably obvious that risk translates to a lower pps than expected future value, all else being equal, but its a critical point.
Once they get building and stay on schedule, I think $3-5 shouldn't be a problem. All my opinion, of course.
$AXXA keeps making new HOD like no big deal
I'm loaded up but still could have used some 8s...
A little back and forth, yes. His immediate response makes me think they might have just dealt with the details to get it cleared. But that's just my take based on nothing substantial :)
D: Hello Wolfgang. Is there any feedback for the Shala project you could provide on the impact of the temporary suspension of all hydro concession contracts not built that the new Albanian Energy Minister has announced? Thanks in advance for your response.
W: Shala river is not suspended.
Yes. But as the 8k said, they expect the report to be given to them in Jan. Doesn't mean they actually have or will receive it by then, and surely doesn't imply the company needs to announce receipt when they do or anything found in the report. In my opinion, the next thing we'll officially hear is closing of the MOU with Sinohydro OR the closing of financing, maybe both together. Closing of the MOU implies the financing, I would guess.
Wow! I just texted Wolfgang and he immediately responded, "Shala river is not suspended"