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as i have posted before... the bear argument will become increasingly difficult to sustain... and it will require ever more convoluted responses in an effort to discount s3d wins... today is just the next example of that... there is more to come... much more... jmo... glta...
you are correct... just the beginning... 13 mil ipro three years... 20 mil tx edu reg 6 three years... more to come... jmo... glta...
Well said. Thanks
Agreed. Msft thoroughly vetted and validated glassware. With exosphere the platform has arrived and is available to the world.
Jon peddie (not peddle)... damn auto spell
SB listed as participant in panel discussion...
Google Jon peddle virtualization conference...
I think I'm going to write an article about a stock in which I'll admit to not knowing much about its technology and that others have much better and more information. Then I'll suggest that based on my lack of knowledge the stock may be at risk. If I did that I would be on par with yesterday's SA author and his article on ANY... jmo... glta...
The author essentially writes that his pov is based on lack of familiarity with glassware and what it does, how it works, if it works etcetera... I guess based on his lack of information I can understand his doubt regarding ANY's future.
For those of us who know glassware, this is not a battle between shorts and longs... this is a long horizon investment in a company with profound ip that is in the very early stages of monetizing disruptive technology.
Excellent. The focus of long horizon investors should shift to this and the rest of what has been presented recently. Everything else is noise. What is happening here is very rare... doubt I will see another investment opportunity of this magnitude in my lifetime... doubt I will need one... jmo... glta....
"40% interest rate to borrow"...
Hmmm... Stock has been shifting into stronger hands last couple of months... lots of manipulation still going on... but dynamics are changing for the better... jmo... glta...
Finally had an opportunity to view webinar. Truly remarkable. I was around when Simon Bramfitt initially voiced skepticism about Glassware. To watch his transition has been fun. The functionality and economics of Glassware are compelling and currently unrivaled... jmo... glta...
You are so right. Last December PB tweeted that 2015 was about scaling GW.
Validation 2014. Scale out 2015. Monetization 2016... jmo... glta...
Today was a very good day for S3D. The result of vision and a lot of work. Much appreciation to S3D management and staff for making it happen. Much work still to be done, but today marks an important milestone.
Loved your answer both succinct and correct.
There are a bunch of other reasons why the bear thesis is and will continue to be increasingly difficult to sustain, but we won't bother the bears with those just yet. Much to be revealed... imho... glta...
excellent observations... and i agree with you regarding moves on low volume... what happens when the serious volume comes? ...hmmmm
you are absolutely correct... that little fud ploy today was fairly remarkable for its audacity... and it had a bit of comedic value... but i doubt ANY serious investor fell for it...
always good to see you posting... i have learned to pay attention to your posts...
not expecting much from q3 financials... a bit over 20 mil... my wag... too many revenue drivers were still in development during q3 which turned into a labor intensive race to position company to scale out platform... all good imo... q3 will not confirm bear thesis regarding downward rev trend... and q3 will not confirm bull thesis regarding revenue ramp... will leave both parties frustrated and underwhelmed imo...
many other drivers may produce pps appreciation while waiting for revs to really ramp... ANY currently trades at roughly 1:1 p/s ratio and is priced by the market as a failing storage company... if the story flips to an up and coming software company in early monetization (which is where it should be imo), then market will re-evaluate and give at minimum a 4:1 p/s... quadrupling pps fairly quickly...
the ANY is a failing storage company is getting increasingly difficult to sustain for the bears... their thesis is crumbling... tomorrow won't help... and more... much more... to come... imo...
there is a webinar presentation regarding glassware and snapcloud on azure... I am not expecting anything big from the webinar immediately... but am confident that this begins the tire kicking phase of glassware's development... those who have actually used glassware or watched it up close... partners and clients... speak well of it... tomorrow begins a process of making GW available to a wider market...
MSFT sales force has been receiving training in S3D ip in past several weeks...
...many other things under way besides this... but tomorrow is a big day in the life of our small nanocap... regardless of whether or not the market recognizes that in terms of pps...
Very, very quiet these days... I have never been more confident regarding the future success of S3D... so much going on with the development of the company belies the quiet façade... peace to all fellow longs and glta... jmo...
Thanks... Donk... for setting the record straight... FUD campaign has become a caricature of itself... imho...
you are so right Z... 400 Novarad + 30 new sites added to that original 400 = 430 and now another 200 with Ipro...
When management shared this information during the CC regarding the additional 200 sites they did not provide details, but they did indicate that this new deal grew out of the old deal in some fashion... now we clearly see the connection... Ipro learned about S3D through Novarad... they conducted their own due diligence... and jumped in with a 200 site master agreement... speaks very, very highly for S3D technology...
That would make sense since keeping, vmware public... would also open significant opportunity for s3d... jmo... glta...
Can and are... thanksgiving holiday in canada... Columbus day in u.s... low volume... doesn't mean anything significant imo...
Thanks for the info and for putting your skills to good use.
Awesome! Thanks.
The folks who attended that presentation were blown away by the relationship between MSFT and S3D... to be invested in a nanocap which owns technology that is integral to an industry behemoth is a very rare opportunity. With the webinar invite from Microsoft to learn more about GW on Azure, MSFT has confirmed once again the importance of spiffy ip... jmo... glta...
Just speculating but there may be some who can't afford to see what's so evident to the rest of us. It's a terrible place to be...
Agree with you. What a great presentation. Thanks to Jaydan for posting it. Spiffy ip has been validated beyond ANY reasonable doubt imo...
All excellent questions. We are unlikely to know those revenue figures soon. But in terms of Buffets general point "is this entity likely to experience increasing revenue? " To my mind the answer is an unequivocal "yes."
A bear might look at today's news and say what's the big deal it's only worth 13 mil over 3 years fully executed. And they would be right.
A bull might look at today's news and say what a big deal as it continues a trend of client adoption in the healthcare vertical confirming the proof of concept for company ip. And they would be right too.
The question isn't so much who is right and who is wrong... it's more given your particular investment strategy and time horizon which thesis and perspective is more right for you...
Medical vertical? Yes. Producing increased revenue based on trend of expanding customer base.
Education vertical? Yes. Producing increased revenue based on trend of expending customer base.
Snapcloud on Azure? Yes. Initial sales are strong per channel report.
GLASSWARE on Azure? Yes. Based on highly unusual webinar invite which specifies GW advantages and foreshadows strong support of Microsoft sales force.
Ericsson? Yes. Significant revenues commenced by eoy 2016.
More to come. Much more.
jmo... glta...
Medical vertical? Yes. Producing increased revenue based on trend of expanding customer base.
Education vertical? Yes. Producing increased revenue based on trend of expending customer base.
Snapcloud on Azure? Yes. Initial sales are strong per channel report.
GLASSWARE on Azure? Yes. Based on highly unusual webinar invite which specifies GW advantages and foreshadows strong support of Microsoft sales force.
Ericsson? Yes. Significant revenues commenced by eoy 2016.
More to come. Much more.
jmo... glta...
Very well said. Loved the Peter Lynch quote. Thanks for the post.
Novaglass to 400 medical site refresh plus 30 sites added to Novarad refresh... now Ipro 200 medical site for hyperconverged solutions... what do actual clients think of S3d's software solutions? They love 'em! Real world validation!
Love it! Awesome. Many things in the works. This is but 1... more to come... jmo... glta...
Another small bridge financing imo.... they've strung a few of these together over last several months... small enough to not be very material from my long horizon viewpoint... i am anticipating a significant financing in the near future the details of which both bulls and bears will be paying a lot of attention to... will be interested in the players and the terms of that one...
Agreed. Doesn't sound like a description of something worth zero - does it?
Investing is a funny business... emotionally I was feeling better about my investment last November after nice run up... however reason and research tell me there is substantially less risk and greater upside now than last November... this is why those who invest on emotion end up buying high and selling low... jmo... glta...
You are so right. I might say 50 dollars or 50 cents by 2016 eoy... but agree fully with your sentiment... definite risk/reward play... risk ends at zero... reward... well... who knows where that ends...
That would be awesome! I'm not counting on it, but would be great.