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Who is the buyer?
Who is the seller?
It would appear the buyer is the one more savvy!....and with far deeper pockets.
Maybe a better question.....
If you did not own any VTSI shares today, at what price would you buy shares?
Sub $2
Sub $3
Sub $4
Sub $5
Sub $6
My answer to this one is easy. Yes I would buy at any price below $4.
A. Who would sell their VTSI shares IF this happened:
Q3 rev of 9mil
Q4 rev of 11mil
Slow ramp up to Stock price of $8 in late March.
B. Or what if Q3 8mil, Q4 8mil, Stock price $12 in late March.
C. Or what if Q3 6mil, Q4 7mil, Stock price $5 in late March.
D. Or what if Stock stays sub $4 between now and Christmas? Would that make for more sellers or buyers?
After 20years of slow growth the company is finally on verge of accelerated and sustained higher growth due to installed base, smarter CEO now than then, and Floyd. I always feel bad for those that sell at exactly the wrong time.
Other than VTSI, here are my buys for upcoming weekS.....DLX, UVE, PNNT, EVOK, SUP, RFP calls, INO calls upon a big dip in the stock.
I am a clueless idiot. No idea.
You gents on the Adv Board need to apply pressure or try to convince the CEO to do the right thing for both the company and its shareholders. Or has it already been disbanded?
Stock closed at 17.5cents!
Ok...a semi serious post for a change.
I think this is simply the dip before the rip higher.
Guessing a fund is playing games to accumulate shares.
It works cuz CEO does not care about shareholders.
End result will be a higher stock price and new base of owners.
Not me.
All I do is buy and buy and buy.
Wonder if Bob knows he isn’t even in top 5?
Hey Twister.....Please stop posting and devote your energy to running the company. Thnx
Charlie Schumacher is a former actor. Really! Read his bio on Gateway website. Both he and Matt are nice guys but they do not know a thing about VirTra.
Buy it back in early November.
When will even one insider, director, CEO, or BOD member stand up for this company and buy shares?
When will the CEO put forth the effort to promote the company?
It is so sad to see the company squander this once in a lifetime opportunity.
Time to dump the stock, it is dead.
And another $100k in fed gov orders on Sept 14/15 in fpds.
Mind boggling to me why anyone sells at this price level. Even the chart says there shouldn’t be selling at this level due to last dip. But whatever. Today is Sept 16th. Q3 ends in two weeks. Q3 report about 8 weeks from today. Not that it matters but insider blackout starts tomorrow and ATM off limits til 2 days post Q3 report.
In this climate where policing is a topic day after day on every newscast, why isn’t this rising fast?
It will.
Why so long for PR on sep 9 order?
Touched $1000 today.
RFP sub-$10 is an absolute joke.
Buy today, absolute sure thing.....
of course nothing is a sure thing.
I hope at some point in the future you either get back to being a stock picker or transition from ETF-picking/trading to stock picking. The amount of money and enjoyment you will get is worth it. I don't mean to come across as preachy, I have made tons of stock picking errors, most recently CNAT and MCZ cost me a lot of money. I have ridden several to zero as well but most of my mistakes were in the early 1990s when brokers were flat-out liars and thieves. The internet really did change everything and level the playing field.
Good points all around and I enjoy your posts and thoughtfulness.
That said, you are making some possible mistakes. Rfp at $5 has Nothing to do with lumber or its price. If Rfp were $40 your conclusion would be correct. Rfp BV is $14. Perhaps Lumber (like Floyd) is a trigger but that’s all.
Sup is riskier but not because of debt. You are looking at debt incorrectly (my opinion). With interest rates at 5 or 6% debt is an asset. Sup could go lower before starting up but it will go up, way up.
Another I started buying yesterday is merc. By the time it hits $6 I will have a boat full. It will be back to $20 in a year or three.
I know you don’t need any advice from me. You are good at what you do but I would say you need to ditch any hard rules that you follow. If rules worked, every stock would be correctly valued at all times! You and I would be out of business!
It always blows my mind how some shareholders sell at the worst possible time.
I often wonder who on Earth sold me RFP shares at 1.16 or SUP shares at 1.47. I understand short term trading and protecting gains but the reality is that in order to do well in investing one must own the occasional multi-bagger. Those make up for all the other sins/mistakes.
Think about what is obvious to all right now wrt VTSI. The world and especially the USA has changed wrt police training after George Floyd murder in late May (just 3+ months ago). We know the company had $5.9mil in order intake in Q2 (and this inspite of covid). We know the company has received about $4million in new Fed Gov orders in just the last 2 weeks. The stock at $4 is the same as 20cents. PS based on EV just a bit over 1. Analyst ests for Q3 and Q4 and 2021 are WWWAAAAYYYYYY too low. We know sales are accelerating.
When one puts all that together, it strongly suggests the stock is a buy and not a sell.....yet some sell. What an error.
As you know, this is what accumulation looks like. I would guess the Sep 30 institutional holdings numbers will get everyone's attention. Too bad they come out in December.
minor BOOM...wait til it starts going up dollars per day
Those of us here who are stock pickers / investors / traders and have done so for at least 20 years are far smarter and richer today than in 2000. Why? Experience and learning and being schooled by the market.
Over the years I have recognized a handful of opportunities that I believed were sure things and warranted a disproportionate investment on my part.
Right now Sup is one of those at 1.50.
Rfp was one a few months ago at 1.16 and will still double from current 5.
And I believe that VTSI is one right now at 3.90. It is same as sup at 1.5 or Rfp sub $2 but for different reasons.
I’m right about 80% of the time on sure things......so not perfect.
I expect VTSi to be $10 by this Thanksgiving and $30 by April 15, 2021. Enjoy the ride!
Unreal.....lumber STILL holding $900.
Q3 Eps will be over $1.
Q4 Eps will be over $2 if price stays over $550.
Typically they PR every order over $1mil or an order of special strategic significance. Expect a PR for this one early next week. Nice really since readers here can buy pre-PR!
It sure looks to me like Q3 order intake will beat Q2’s $5.9mil.
VirTra might finally be rolling pretty good!
I would guess there have been both casual inquiries and even some firm offers. I do not trust either the CEO or the BOD to follow the law and disclose them. Further, I suspect they discouraged said possible offers. What is needed is a buyer willing to buy it in a hostile fashion OR a buyer willing to go public with their offer. Shareholders would support anything decent.
I guess at my core I believe that Floyd's death CHANGED EVERYTHING in this country with respect to how police need to be trained and the best ways of doing it. VirTra is in the right place at the right time. And it will snowball as the base builds and awareness grows.
All that said, I also believe that a more aggressive CEO would be better for everyone.....including all the people he is trying to help with the company products.
It is going up for all the right reasons:
Upcoming sustainable surge in revenue.
Company is worth much more than enterprise value.
Last weeks investor conf may have helped.
Several motivated buyers.
Most sellers already out.
And VirTra is a GREAT and TIMELY story stock in this post Floyd USA.
At $4 (20cent equiv) PS is only a bit over 1 based on EV.
2020 Q3 and Q4 and 2021 analyst estimates MUST rise.
I think pre-Floyd you would be right. But Floyd changed everything and the first concrete sign of that was the order intake number in Q2, $5.9million. And Q2 only had about 5 weeks of post Floyd.
Order intake in the current Q3 will be over $10mil, maybe over $12mil.
At this point I cannot imagine any scenario where 2021 revenue is less than $30mil. Knock on wood of course. And we do have a chef capable of changing lemonade to lemons.
We also shouldn’t forget the S3 and inclusion of Ferris and insider and family and bod shares. It could cut both ways but I will give our fearless leader the benefit of doubt. As orders accelerate and visibility improves they will get multiple buyout offers. I would guess the BOD has already rejected offers of $10+ though I don’t know for sure.
Lol...well played!
$22 is $160million-ish.
It would still be trading at lower valuation metrics than aaxn.
Of course I am the idiot banking on $35 to $40mil in revenue in 2021.
Some of you will say my idiot reference is correct!
My guesses for...
Q3: $8.8mil revenue
Q4: $10.3mil revenue
Upcoming 2021: $38mil revenue
April 15, 2021 stock price......$22/share
Nice to see the LDmicro presentation featured so prominently on VirTra’s website!....not.
Nice to see a big volume buying spree driving up the stock!....,not
Incredible that VTSI trades at a PS of 1 in the current postFloyd era.
Of course when the CEO keeps delivering poor Quarters that is what happens.
Why aren’t the rah rah posters here buying the stock?
Why doesn’t the BOD buy?
Why aren’t the VirTra exec team buying?
What a dead message board! Sort of fitting eh.
Another US Customs/Border Patrol order signed Sept 1st....$92,000.
Every little bit helps!
Only green for me today was VTSI, DHT, SUP.
Impressive that you bought late day! You are a man of conviction and action. Tough to do on a day like today. I bet when markets calm, buying of vtsi will accelerate. Sure wish they would provide an order intake number for July and August. Of course guidance is a four letter word in Tempe.
Savvy!
Hi Bill!......VTSI heading to $22. You should buy a few more shares! Ferris is a rock star CEO! Good to see you here!
He’s on an airplane.
He is slow today..
The truth will set me free!
Twister sucks. Piece of garbage.
The $1million that Trump gave the Kenosha, WI police department today would buy a few V300s. If I were the local VirTra rep I would have had a seat at today’s round table. And I know the first phone call I would make tomorrow am.
I agree with you 100% ARZ.
My recent optimism is simply due to the post-Floyd climate in the USA.
While my short term target is $21, it would literally be $210 with a new CEO.
The one and only deliverable a CEO has to his shareholders is to ensure the stock goes up (by growing the company and courting investors). Ferris' results are easy for anyone to see. He has created ZERO shareholder value over the last decade plus. That is a simple fact and is beyond dispute. Easy to look up and documented well. The stock is equiv to 17cents today. THINK ABOUT THAT! Astounding.
It puzzles me why some here are Ferris supporters. It does not make sense based on what he has delivered to date. Without a big change in stock price, the market and investors will move to ensure the company realizes its potential.