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Green Close today expected. Huge driver acquisition could drop anytime. Thanks again for the cheap shares right before the driver acquisition close LOL.
And after ALPP reported that it’s subs are recording record revenue (even bigger than pre-covid).
Literally zero dilution. The company is not in the business of selling shares.
They’re in the business of building a huge business. Jaws about to hit the floor when folks see the driver :)
I know! LOL and now trading is right back in the 05s. Can you imagine what the seller is thinking right now....
OOOOOOOoooops!
LOL
Literally a driver acquisition that’s going to make jaws drop will be finalizing anytime.
But I can’t complain. I always put a low net in case someone makes a mistake LOL
:)
Wow didn’t think I’d get more 4s before the driver acquisition. Thank you all! Some are about to get shocked by the acquisition drop :)
Got filled :) Oh man that was nice right before the driver acquisition closes.
$ALPP agreed. Think about all the positive DD here:
- $34M+ revenue projection for 2020.
- Record revenues being set already by subs emerging from the covid slowdown. Just today QCA reported a $1M+ record. The biggest since 2018. QCA is stronger than pre-covid.
- Very small o/s at only 113M
- Driver acquisition which is likely to be big. This will close anytime. Some folks are gonna be pretty shocked here. $ALPP has been working toward a driver for some time.
- Huge patent just approved that was 3 years in the making.
- 7 subsidiaries all cranking out Made In USA products which will be beneficial regardless of presidential outcome.
- Fortune 500 and Fortune 100 Silicon Valley customers. In fact, here’s a quote from today’s $1M tweet: “We appreciate our Silicon Valley customers” clearly indicating that some big names in Silicon Valley are driving $ALPPs record revenues.
- Broad customer base, including military contractors and aerospace
- Highly flexible business operations
- Highest integrity management
There’s a big run coming here. The exact moment it begins isn’t known. But it’s coming in fast. Getting size will be impossible once it begins.
$ALPP Huge patent just got approved. It was 3 years in the making. This is big. Check out my full thoughts here: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=159206888
———————————————————————
Also, the driver acquisition. Highly likely to be bigger than most folks expect. There’s a big run coming on this.
$ALPP ‘s next acquisition in 2020 is set to be a “Driver” company from our DSF model. We are eager to deliver this acquisition for our shareholders and to further diversify our portfolio!
— Alpine 4 Holdings, Inc. (@alpine4holdings) October 26, 2020
AMERICAN MANUFACTURING 💪🏻🇺🇸
$ALPP huge driver acquisition about to close. Be prepared for this to be a lot bigger than most folks expect.
———————————————————————$ALPP ‘s next acquisition in 2020 is set to be a “Driver” company from our DSF model. We are eager to deliver this acquisition for our shareholders and to further diversify our portfolio!
— Alpine 4 Holdings, Inc. (@alpine4holdings) October 26, 2020
AMERICAN MANUFACTURING 💪🏻🇺🇸
$ALPP Subsidiary, Quality Circuit Assembly, celebrates record revenue in excess of $1,000,000 for October. This represents the largest revenue generating month for QCA since October 2018!
— Alpine 4 Holdings, Inc. (@alpine4holdings) November 2, 2020
We appreciate our Silicon Valley customers💪🏻
AMERICAN MANUFACTURING 🇺🇸 pic.twitter.com/ut5iqdU6bd
$ALPP huge driver acquisition about to close. Be prepared for this to be a lot bigger than most folks expect.
$ALPP ‘s next acquisition in 2020 is set to be a “Driver” company from our DSF model. We are eager to deliver this acquisition for our shareholders and to further diversify our portfolio!
— Alpine 4 Holdings, Inc. (@alpine4holdings) October 26, 2020
AMERICAN MANUFACTURING 💪🏻🇺🇸
$ALPP Subsidiary, Quality Circuit Assembly, celebrates record revenue in excess of $1,000,000 for October. This represents the largest revenue generating month for QCA since October 2018!
— Alpine 4 Holdings, Inc. (@alpine4holdings) November 2, 2020
We appreciate our Silicon Valley customers💪🏻
AMERICAN MANUFACTURING 🇺🇸 pic.twitter.com/ut5iqdU6bd
ALPP just reported $1M+ revenue for 1 subsidiary (out of 7 total) for 1 single month. Record revenue. Even bigger than pre-covid numbers. Very impressive. Particularly with such a small o/s.
$ALPP Subsidiary, Quality Circuit Assembly, celebrates record revenue in excess of $1,000,000 for October. This represents the largest revenue generating month for QCA since October 2018!
— Alpine 4 Holdings, Inc. (@alpine4holdings) November 2, 2020
We appreciate our Silicon Valley customers💪🏻
AMERICAN MANUFACTURING 🇺🇸 pic.twitter.com/ut5iqdU6bd
$ALPP just reported $1M+ revenue for 1 subsidiary (out of 7 total) for 1 single month. Record revenue. Even bigger than pre-covid numbers. Very impressive. Particularly with such a small o/s.
$ALPP Subsidiary, Quality Circuit Assembly, celebrates record revenue in excess of $1,000,000 for October. This represents the largest revenue generating month for QCA since October 2018!
— Alpine 4 Holdings, Inc. (@alpine4holdings) November 2, 2020
We appreciate our Silicon Valley customers💪🏻
AMERICAN MANUFACTURING 🇺🇸 pic.twitter.com/ut5iqdU6bd
$ALPP looking real good here. Big bids. Thin ask. Driver acquisition gonna drop anytime. Record revenues. Massive patent secured. Exciting times coming here.
Correct:
1 Subsidiary (of 7)
1 Month
$1M Dollars
And we got a driver acquisition on the way. Some folks are about to get shocked.
Big.
Drivers are meant to be big.
:)
$ALPP driver acquisition will drop anytime. 2 things of which shareholders can be sure. It’s gonna be big. It’s gonna be cutting edge.
$ALPP 🔥 “Driver” Acquisition gonna be closing anytime.
— shareslanger (@shareslanger) November 2, 2020
2 things of which you can be sure:
✅ It’s gonna be big 🏆
✅ It’s gonna be cutting edge
Under $ALPPs business model, “drivers” are meant to be big and cutting edge 🤑$ERHE $SECI $SPOM $VERB $PRED $SRMX $GNCP $AAPL
$ALPP Revenue just reported is now larger than ever before. Even larger than pre-covid operations. Record breaking revenues.
$ALPP Subsidiary, Quality Circuit Assembly, celebrates record revenue in excess of $1,000,000 for October. This represents the largest revenue generating month for QCA since October 2018!
— Alpine 4 Holdings, Inc. (@alpine4holdings) November 2, 2020
We appreciate our Silicon Valley customers💪🏻
AMERICAN MANUFACTURING 🇺🇸 pic.twitter.com/ut5iqdU6bd
WHOA! $ALPP subsidiary QCA just reported record revenues that are even bigger than at anytime pre-covid.
$ALPP Congratulations! 🇺🇸🇺🇸
— shareslanger (@shareslanger) November 2, 2020
✅ QCA record revenues
✅ Huge patent approval
✅ Driver acquisition gonna drop
QCA just reported revenue BIGGER than even pre-covid! Exciting times coming here 🤑$SPOM $GTCH $ERHE $MEDH $VERB $LQMT $AVTK $SECI
Correct. The Fundamentals are strong at $ALPP
- 8 Subsidiaries
- Huge Revenue
- Tiny o/s only 113M
- Highest Integrity Management
- Amazing product and service flexibility
- Huge driver coming in
- Revenue returning to pre-covid levels
- Fortune 100 customers
- EV customers
- Extremely valuable patent just approved last week after a 3 year application process.
Exciting times coming here.
Nobody. The PPS is up significantly on above average volume over the last 10 days. Difficult to argue dumping under those circumstances.
The critical thing here is that we have a “driver” coming.
It’s gonna be big.
It’s gonna be cutting edge.
Of that, shareholders can rest assured.
I believe many are about to get shocked.
Exciting times coming here.
$ALPP
$ALPP Acquisition – Significance to the Company’s DSF Model.
Today’s acquisition announcement relates to what will be $ALPP’s 8th acquisition. They already have a track record of completing 7 acquisitions. And their portfolio of revenue generating assets is on track to report an impressive $34M for 2020 (before considering this 8th acquisition). Particularly impressive considering the slowing effects of covid.
The adding of this 8th acquisition is, in and of itself, impressive. Remember, even during the covid slowdown, which is impacting the entire economy, $ALPP has been bringing in record new contracts (like it’s subsidiary QCA which just completed a $1M month) and is now moving forward toward closure of an 8th acquisition.
However there’s something even more impressive about this acquisition which warrants discussion. This acquisition is apparently going to be a “DRIVER” acquisition.
For folks not familiar with $ALPPs “DSF Model,” here’s a summary.
The DSF model stands for Drivers, Stabilizers and Facilitators.
Every revenue generating subsidiary that ALPP has in its portfolio, falls into one of these 3 categories.
Here is the simplest explanation I can come up with:
“Stabilizers” are like a foundation. They are stable companies that produce consistent revenue year over year. The have customers that sign long-term contracts (often spanning years) for repeat services.
$ALPP has several of these revenue generating Stabilizers in place already – including Morris, Deluxe and Excel. These stabilizers provide the foundation upon which $ALPP is building the rest of the company.
“Facilitators” are basically companies that can take work away from competitors, giving $ALPP a competitive advantage.
For example, let’s say ALPP’s subsidiary QCA has a contract for a certain circuit board build out. In addition to the circuit board setup, the customer may also need the circuit board mounted on, or enclosed in, some type of metal compartment or frame.
In prior years, $ALPP used to make the circuit board setup, but then it would have to outsource the mounting or enclosing of the circuit board into the metal frame to a third party, so it could be completed to the customer’s specifications.
However, several years ago, $ALPP acquired a subsidiary called APF, which can manufacture the metal mountings or enclosures, thus keeping the entire manufacturing process in-house, while streamlining the process and reducing costs for the customer. APF is an example of one of $ALPPs facilitators.
Now is where things really get interesting.
“Drivers” are subsidiaries with significant revenue potential.
The elephant in the room, so to speak.
These subsidiaries “drive” organic growth at $ALPP. These are the game changers.
At present, $ALPP doesn’t have any driver subsidiaries in place.
At least not until the upcoming 8th acquisition announced today, which has been identified as a “driver.”
One key point of focus in today’s announcement should be the words “to further diversify our portfolio.”
IMO, this is indicating the high probability that this driver acquisition will be in an industry or sector which is different from $ALPPs base of manufacturing and construction.
What will it be?
I guess we’ll all just have to ponder until we find out.
However, IMO, whatever this driver is……it’s likely to be cutting-edge and poised for massive growth and revenue.
I believe this will be a game changer. These “drivers” are intended to be big.
I believe this is going to shock some folks too
Actually $ALPP officers and BOD have never sold a share. Ever.
This team is dedicated to building a significant business.
The revenue generating assets themselves (the 7 subsidiaries) are already capable of generating $50M annually (reduced temporarily to $34M due to the covid slowdown).
Now they’re going to stack this driver company on top. This acquisition is highly likely to be big. Drivers are meant to be big (acquisition target range up to $150M)
As to why did they PR? Well that’s what real companies do. They announce real news to the investing public.
We got something coming in here at $ALPP that’s about to shock some folks.
Of that, shareholders can rest assured.
$ALPP getting closer and closer to the “Driver” acquisition. Exciting times coming here.
While only insiders know the details of the driver company, outside shareholders can be certain of the following:
Whatever it is, it’s gonna be big.
Drivers are meant to be big.
That’s the business model.
It’s also going to be cutting-edge.
$ALPP built a $34M foundation to stack this driver on.
With $ALPPs target acquisition range reaching up to $150M per the 10-K, we got something big, high-tech and impressive coming here.
I believe some folks are about to get shocked.
$ALPP getting closer and closer to the “Driver” acquisition. Exciting times coming here.
While only insiders know the details of the driver company, outside shareholders can be certain of the following:
Whatever it is, it’s gonna be big.
Drivers are meant to be big.
That’s the business model.
It’s also going to be cutting-edge.
$ALPP built a $34M foundation to stack this driver on.
With $ALPPs target acquisition range reaching up to $150M per the 10-K, we got something big, high-tech and impressive coming here.
I believe some folks are about to get shocked.
$ALPP Patent Granted - asked some questions, for some clarifications, check out my post here https://investorshub.advfn.com/boards/read_msg.aspx?message_id=159206888
$ALPP Patent - Got my questions clarified. IMO this is big.
To understand how big this really is, there’s a few things to understand about the current market.
First, what’s the product in question? It’s a safety device that makes the third brake light pulse/flash when the brake peddle is applied.
I’ve been seeing this more and more myself on the road lately. The middle brake light of the vehicle in front of me will start pulsing/flashing when the driver slows down.
It’s eye catching. And as many folks know, studies have shown that this device reduces rear end collisions by something like 90%.
In addition to safety, my understanding is that it’s a lucrative add-on for dealerships, which is part of the reason it’s becoming more popular.
Second, what does the competitor market look like for this product? My understanding is that since the technology was previously not patented, there are numerous competitors all making similar products. And dealerships across the country are all buying from one of these various competitors.
Here is where things get exciting.
$ALPP was just granted a broad patent.
My understanding of the patent is essentially this: if the pulsing light is controlled my a microprocessor, then it’s highly likely to fall under $ALPPs patent.
“if it’s controlled by a microprocessor”
Ask yourself this question. What electrical components of a modern, 2020 and beyond, vehicle aren’t controlled by a microprocessor???
Answer: none.
Everything is controlled by a microprocessor.
Said another way: if any company, anywhere, is selling a pulsing/flashing third brake light product that’s controlled by a microprocessor, they are highly likely to be infringing on $ALPPs patent.
And what often happens in these patent infringing cases? They are often settled where the infringing company continues its business, but starts paying the patent holder a royalty for every unit sold.
That’s big.
This is another example of incredible foresight by CEO Kent Wilson.
3 years ago, realizing that this safety technology was being adopted, Wilson applied to patent it in the broadest sense.
Essentially, instead of trying to figure out how to compete, dealership by dealership, competitor by competitor, he basically said, $ALPP should have a piece of it ALL.
By owning the IP, $ALPP will be due a royalty from every company selling a microprocessor controlled pulsing third brake light safety device....... everywhere.
That’s big.
And as made clear in today’s PR, quote: “The company will always defend and enforce the strength of its patents and intellectual property."
It’s also known that major auto manufacturers like Ford and Chevy and the rest have considered this and other safety technologies.
Any company......
Anywhere.......
That uses a “microprocessor controlled” pulsing safety light in its products......
Think about that.
$ALPP has shown time and time again that their building a huge business here. Today’s patent (3 years in the making) is no exception. Congratulations $ALPP.
And of course, this is just 1 of many things going on with $ALPP.
We still got the “driver” acquisition coming up. Plus 7 existing operating subsidiaries nearly back to pre-Covid production levels. One just did a $1M month.
Exciting times coming here.
$ALPP Patent - Got my questions clarified. IMO this is big.
To understand how big this really is, there’s a few things to understand about the current market.
First, what’s the product in question? It’s a safety device that makes the third brake light pulse/flash when the brake peddle is applied.
I’ve been seeing this more and more myself on the road lately. The middle brake light of the vehicle in front of me will start pulsing/flashing when the driver slows down.
It’s eye catching. And as many folks know, studies have shown that this device reduces rear end collisions by something like 90%.
In addition to safety, my understanding is that it’s a lucrative add-on for dealerships, which is part of the reason it’s becoming more popular.
Second, what does the competitor market look like for this product? My understanding is that since the technology was previously not patented, there are numerous competitors all making similar products. And dealerships across the country are all buying from one of these various competitors.
Here is where things get exciting.
$ALPP was just granted a broad patent.
My understanding of the patent is essentially this: if the pulsing light is controlled my a microprocessor, then it’s highly likely to fall under $ALPPs patent.
“if it’s controlled by a microprocessor”
Ask yourself this question. What electrical components of a modern, 2020 and beyond, vehicle aren’t controlled by a microprocessor???
Answer: none.
Everything is controlled by a microprocessor.
Said another way: if any company, anywhere, is selling a pulsing/flashing third brake light product that’s controlled by a microprocessor, they are highly likely to be infringing on $ALPPs patent.
And what often happens in these patent infringing cases? They are often settled where the infringing company continues its business, but starts paying the patent holder a royalty for every unit sold.
That’s big.
This is another example of incredible foresight by CEO Kent Wilson.
3 years ago, realizing that this safety technology was being adopted, Wilson applied to patent it in the broadest sense.
Essentially, instead of trying to figure out how to compete, dealership by dealership, competitor by competitor, he basically said, $ALPP should have a piece of it ALL.
By owning the IP, $ALPP will be due a royalty from every company selling a microprocessor controlled pulsing third brake light safety device....... everywhere.
That’s big.
And as made clear in today’s PR, quote: “The company will always defend and enforce the strength of its patents and intellectual property."
It’s also known that major auto manufacturers like Ford and Chevy and the rest have considered this and other safety technologies.
Any company......
Anywhere.......
That uses a “microprocessor controlled” pulsing safety light in its products......
Think about that.
$ALPP has shown time and time again that their building a huge business here. Today’s patent (3 years in the making) is no exception. Congratulations $ALPP.
And of course, this is just 1 of many things going on with $ALPP.
We still got the “driver” acquisition coming up. Plus 7 existing operating subsidiaries nearly back to pre-Covid production levels. One just did a $1M month.
Exciting times coming here.
Welcome back! So many exciting things going on right now.
The “driver” acquisition. It’s gonna be big.
As anyone who follows $ALPP knows, “drivers” are meant to be big.
And now this IP patent for brake active just got approved. If my understanding is correct, this is a lot bigger than most folks realize. I’m trying to confirm.
Patent News may be bigger than we think. I’m gonna find out :)
https://www.accesswire.com/613182/Alpine-4-ALPP-Receives-Patent-Approval-For-Their-Brake-Active-Product
$ALPP every competitor that’s been violating $ALPPs claim to this technology is about to pay up
——————————————————————
$ALPP Alpine 4 Technologies says it has been approved on one of two patents filed around its Brake Active rear-end avoidance collision product https://t.co/zEVHK6txlj via @proactive_NA @alpine4tech #ALPP @OTCMarkets #OTCQB
— Proactive USA (@proactive_NA) October 29, 2020
$ALPP DD Summary
— shareslanger (@shareslanger) October 29, 2020
✅ $34M revenue projected 2020
✅ Driver acquisition pending
✅ Tiny 113M o/s
✅ Zero toxic debt
✅ 7 U.S. operating subs
✅ (about to become 8 subs)
✅ Strong leadership
✅ Made in USA 🇺🇸 construction and manufacturing #Investment #business #construction
The reason $ALPP called the upcoming acquisition a “driver” has to do with their DSF Business Model.
DSF stands for: Drivers, Stabilizers and Facilitators.
I believe this has been thoroughly discussed on the board. But since there still seems to be some confusion, here’s a further explanation:
Drivers - Subsidiaries with huge revenue generating potential. These subsidiaries are intended to be big. These subsidiaries are intended to power $ALPPs revenue generation more than any other subsidiary.
Stabilizers - Subsidiaries with stable revenue and long-term customers. Subsidiaries that provide a foundation that supports the rest of $ALPPs operations.
Facilitators - Subsidiaries that provide a unique, competitive advantage that allows $ALPP to cut costs and squeeze out the competition.
Here’s what’s very important to understand:
As of today, $ALPPs 7 subsidiaries are all Stabilizers and Facilitators.
During the $0.44 run, $ALPPs subsidiaries were all Stabilizers and Facilitators.
The upcoming acquisition will be $ALPPs first “Driver” subsidiary.
Drivers are intended to be big. That’s the business model.
$ALPP ran to $0.44 solely in Stabilizers and Facilitators.
Solely on the “foundation” part of the $ALPP business model.
Adding it’s first “Driver” is a game changer. And IMO this puts us in uncharted PPS waters.
The $ALPP of the $0.44 run was but a fraction of what $ALPP is about to become with this driver acquisition.
What will the “Driver” acquisition be?
Will it be “crypto” or “nanotech” or “EV” or “SAAS” or “aerospace”???
Nobody knows.
But the two things we do know?
It’s gonna be cutting edge. That’s what $ALPP has been looking for.
And it’s gonna be big.
Drivers are intended to be big.
That’s the business model.
Very exciting times coming here.
Agreed. The most important thing is that $ALPP is acquiring a “Driver” subsidiary.
It’s gonna be cutting edge.
It’s gonna be big.
Drivers of $ALPPs DSF model are intended to be big.
That’s known.
It’s also known that the fundamentals are strong with $ALPP.
- $34M Revenue 2020 (before adding the impact of the new “Driver” acquisition).
- A very small 113M o/s.
- Zero variable convertible debt.
- 7 Stabilizer & Facilitator Subsidiaries.
- 1 Brand New “Driver” Subsidiary.
- Highest Integrity Management team.
- Record revenue and operations approaching pre-covid levels.
- Flexibility and versatility in operations and geographic location.
Very exciting times coming here.
The reason $ALPP called the upcoming acquisition a “driver” has to do with their DSF Business Model.
DSF stands for: Drivers, Stabilizers and Facilitators.
I believe this has been thoroughly discussed on the board. But since there still seems to be some confusion, here’s a further explanation:
Drivers - Subsidiaries with huge revenue generating potential. These subsidiaries are intended to be big. These subsidiaries are intended to power $ALPPs revenue generation more than any other subsidiary.
Stabilizers - Subsidiaries with stable revenue and long-term customers. Subsidiaries that provide a foundation that supports the rest of $ALPPs operations.
Facilitators - Subsidiaries that provide a unique, competitive advantage that allows $ALPP to cut costs and squeeze out the competition.
Here’s what’s very important to understand:
As of today, $ALPPs 7 subsidiaries are all Stabilizers and Facilitators.
During the $0.44 run, $ALPPs subsidiaries were all Stabilizers and Facilitators.
The upcoming acquisition will be $ALPPs first “Driver” subsidiary.
Drivers are intended to be big. That’s the business model.
$ALPP ran to $0.44 solely in Stabilizers and Facilitators.
Solely on the “foundation” part of the $ALPP business model.
Adding it’s first “Driver” is a game changer. And IMO this puts us in uncharted PPS waters.
The $ALPP of the $0.44 run was but a fraction of what $ALPP is about to become with this driver acquisition.
What will the “Driver” acquisition be?
Will it be “crypto” or “nanotech” or “EV” or “SAAS” or “aerospace”???
Nobody knows.
But the two things we do know?
It’s gonna be cutting edge. That’s what $ALPP has been looking for.
And it’s gonna be big.
Drivers are intended to be big.
That’s the business model.
Very exciting times coming here.
100% Correct.
On the OTC, if a company puts out information, it’s said the company is “pumping.”
If the company doesn’t put out information, it’s said the company “isn’t communicating enough.”
$ALPP deals with this issue just like every company on the OTC.
The 1 difference IMO is that $ALPP puts out factual information and always follows through to meet and exceed expectations.
Folks are starting to understand how strong $ALPP is becoming
They have surpassed all expectations. And under a partial lockdown, too.
— Ma-g-ka (@magikalalpha) October 28, 2020
The $ALPP “driver” acquisition is a significant milestone they’ve been working toward.
They built a foundation of 7 revenue generating subsidiaries already.
A $34M foundation of stable companies, with stable customers and consistent revenue.
Onto this foundation they’re going to put a “driver” company.
Looking at a description of the $ALPP business model from the 10-K, it indicates $ALPP looks to acquire companies in the $5M to $150M space.
Considering that “drivers” are intended to be the largest of $ALPPs revenue generating subsidiaries, combined with the target range that tops out at $150M, I believe we are looking at something substantial here.
It’s also common knowledge that the larger a company is, the larger the acquisitions it can make.
$ALPP right now is the largest it has ever been. Even larger than during the .44 run.
Those are the 3 factors that I believe are about to create a game changer here:
(1) $ALPPs target range reaches $150M
(2) $ALPP is larger than ever before
(3) Drivers are intended to be the largest revenue generating subsidiaries
$ALPP isn’t messing around folks. I believe that’s about to become very clear.
Yes, this is a significant milestone that $ALPP has been working toward.
They built a foundation of 7 revenue generating subsidiaries.
A $34M foundation of stable companies, with stable customers and consistent revenue.
Onto this foundation they’re going to put a “driver” company.
Looking at a description of the $ALPP business model from the 10-K, it indicates $ALPP looks to acquire companies in the $5M to $150M space.
Considering that “drivers” are intended to be the largest of $ALPPs revenue generating subsidiaries, combined with the target range that tops out at $150M, I believe we are looking at something substantial here.
It’s also common knowledge that the larger a company is, the larger the acquisitions it can make.
$ALPP right now is the largest it has ever been. Even larger than during the .44 run.
Those are the 3 factors that I believe are about to create a game changer here:
(1) $ALPPs target range reaches $150M
(2) $ALPP is larger than ever before
(3) Drivers are intended to be the largest revenue generating subsidiaries
$ALPP isn’t messing around folks. I believe that’s about to become very clear.
$ALPP Name Change - More Than Meets The Eye
In some of my recent posts I’ve discussed the foresight shown by CEO Kent Wilson and the $ALPP management team regarding building a portfolio of revenue generating subsidiaries that provide for diversification and flexibility in a variety of economic environments.
For example, $ALPPs ability to quickly adapt to customers changing needs in the Covid slowdown (such as decreasing 3D printer component manufacturing and food processing ventilation system construction, while simultaneously increasing air particle detection component manufacturing and hospital isolation room construction).
I also discussed how $ALPPs geographical diversification is allowing management to cut costs and increase profits by relocating certain labor intensive manufacturing from high-cost locations like Silicon Valley, to lower-cost locations in Arkansas.
In this post I’d like to share my thoughts on some of the hidden benefits coming from today’s announcement regarding the name change to Alpine 4 Holdings Inc., because IMO there’s much more here than meets the eye.
Segment Reporting -
$ALPPs current portfolio of revenue generating assets consists of 7 subsidiaries in varying industries; primarily manufacturing, construction and technology.
Despite being in various industries, $ALPPs current method of reporting (how things are presented in the financial statements) doesn’t group $ALPPs subsidiaries by the varying industries or “segments.”
The current method just presents each subsidiary separately.
Why does this matter?
When stock analysts from investment banks, etc., compare companies to one another, a typical starting point is comparison “by industry.”
Analysts want to compare manufacturing companies to manufacturing companies.
And construction companies to construction companies.
They want to be able to distinguish these “segments” from one another.
Therefore, most public holding companies prepare their financial statements using Segment Reporting.
In prior years, $ALPP hadn’t reached sufficient size for this issue to matter.
However, with 7 subsidiaries now emerging from the Covid slowdown and new contracts coming in, it appears management has decided its time to start reporting by segment.
This change speaks directly to Kent Wilson’s statement in today’s PR that “the clarity given with this name change will help attract new investors that are seeking like-minded investments.”
The clarity is that $ALPP is a holding company, not a technology company. And under the umbrella of that holding company are various segments. And the separate reporting of those segments will provide the market with increased clarity and compatibility as folks make investment choices.
Next let’s consider this statement from the PR: “help position Alpine 4 for future success."
On the surface, this may appear as just a generalized statement. But IMO the meaning may be pointing to something quite specific.
Shareholders following ALPP know that a major component of the company’s business model is making acquisitions.
7 acquisitions have been completed to date and more are expected.
The acquisition process involves many parties as we all know. The buyers, sellers, attorneys on both sides, lenders, accountants, etc.
Right now, when all these parties are considering Alpine 4, “the buyer,” they have to consider $ALPP as a whole. All 7 subsidiaries. The corporate office. Etc.
However under $ALPPs new legal and reporting structure, that may not be the case.
For example, in addition to simply reporting the subsidiaries in varying “segments,” my understanding is that $ALPP will actually create separate legal entities to house each reporting segment.
For example (I’m just making up a name) “Alpine 4 Manufacturing Corp”
That would be a separate legal entity that would own, let’s say QCA, and any other subsidiaries classified as manufacturing.
Because it’s a separate legal entity “the manufacturing legal entity” it would likely become “the buyer” in a future acquisition of an additional manufacturing subsidiary.
In that situation, only that legal entity (and the manufacturing entities it owns) would be relevant for consideration by all the parties to the acquisition transaction.
The rest of Alpine 4 Holding Inc (including other legal entities like (making up another name) “Alpine 4 Construction Corp” and the subs it owns, like Morris and Deluxe, for example) would be independent of the transaction.
By separating $ALPPs subsidiaries into legal segments, it will significantly increase efficiencies, reduce costs, reduce risks, and streamline the process for future acquisitions.
Legal Protections -
As a final thought, let me expand generally on the legal protections that $ALPP will be creating with such segment reorganization and name changes.
In the 2019 shareholders meeting, CEO Kent Wilson mentioned that one of the legal entities being considered for creation was something to the effect of “Alpine 4 International Holdings” - obviously indicating that $ALPP has (or will) consider acquisitions outside of the United States.
A subsidiary located in a foreign jurisdiction would certainly be subject to unique laws and risks. If that entity were ever to become subject to some type of liability, it’s in $ALPPs and $ALPP’s shareholders interest to have it legally sheltered from the rest of the business.
For that matter, even separating the subsidiaries all located within the United States provides similar protections and benefits.
IMO the overall takeaway here is that $ALPP is forward thinking.
Yesterday I mentioned that in light of the push for “Made in USA” from both sides of the political aisle, $ALPP is moving certain of it’s labor intensive manufacturing to a lower cost jurisdiction, so they can create even more competitive advantages in Silicon Valley.
That’s forward thinking.
Today’s announcement is forward thinking as well. It’s the separation of $ALPPs businesses into various legal and reporting segments, followed up with an appropriate name change, for the benefit of all stakeholders.
In my experience trading the OTC for a long time, it’s rare to find such a fundamentally sound business, driven by such a high quality management team.
Right now the chart looks bottomed. The revenue is $34M and growing and the market cap is under $5M.
The setup is spectacular.
The fundamentals are there.
And IMO, fundamentals always win in the end.
My understanding is that SpectrumEBOS is currently being implement at all 7 of $ALPPs subsidiaries.
SpectrumEBOS is an internally developed Enterprise Business Operating System that’s in preparation for commercial launch.
$ALPP has indicated that SpectrumEBOS is intended to be a “driver” product / subsidiary in the future.
However, the driver acquisition in question relates to something completely different. It’s unrelated to SpectrumEBOS.
The driver acquisition just announced is most certainly going to be cutting edge and a huge revenue generator.
What will it be exactly?
That will be for shareholders to ponder as the final stages of the acquisition wrap up.
Based on $ALPPs tweet about diversifying their portfolio of revenue generating subsidiaries, my expectation is that acquisition is going to be big.
$ALPPs “driver” companies are expected to be big.
That’s the business model.
Very strong day at $ALPP. Looks like folks are realizing that the upcoming “driver” acquisition will quite possibly be $ALPPs largest to date.
$ALPP has completed 7 acquisitions already. An impressive track record.
The difference here is: this one has been identified as a “driver.”
Under $ALPPs business model, “drivers” are intended to be the largest and highest revenue potential acquisitions.
They are intended to “drive” the business forward.
In the previous run to .44, $ALPPs subsidiaries were all classified as either “stabilizers” or “facilitators” under $ALPPs business model.
They hadn’t yet put a “driver” in place at that time.
So the PPS hit .44 without a driver in place.
As the chart now appears to be setting up for the next run, what will be the PPS impact of laying a “driver” onto $ALPPs $34M existing business?
IMO, this acquisition is going to shock some folks. And the corresponding PPS effect I believe will be quite substantial.
Very strong day at $ALPP. Looks like folks are realizing that the upcoming “driver” acquisition will quite possibly be $ALPPs largest to date.
$ALPP has completed 7 acquisitions already. An impressive track record.
The difference here is: this one has been identified as a “driver.”
Under $ALPPs business model, “drivers” are intended to be the largest and highest revenue potential acquisitions.
They are intended to “drive” the business forward.
In the previous run to .44, $ALPPs subsidiaries were all classified as either “stabilizers” or “facilitators” under $ALPPs business model.
They hadn’t yet put a “driver” in place at that time.
So the PPS hit .44 without a driver in place.
As the chart now appears to be setting up for the next run, what will be the PPS impact of laying a “driver” onto $ALPPs $34M existing business?
IMO, this acquisition is going to shock some folks. And the corresponding PPS effect I believe will be quite substantial.
Folks realizing that the inbound “driver” acquisition is meant to be big.
$ALPP has been building its foundation of 7 subsidiaries. To date they are all “stabilizers” and “facilitators” of $ALPPs DSF model.
Now we’re talking subsidiary number 8 and this one will be a big boy. The drivers are meant to be the biggest of them all. That’s the business model.
The previous run was based on stabilizers and facilitators only. IMO we’re about to see something quite interesting unfold here.
$ALPP the driver acquisition will be a game changer. ALPP is already a larger company than during the prior run. And that’s before considering the driver acquisition. IMO some folks are about to be shocked by the size of what’s being acquired here. The drivers are meant to be big. That’s the business model.