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Agree, this first quarter is not that big of an issue and shouldn't be over expected...the year will build the final 3 quarters big time.
Listen to the last podcast for an review if you are really interested. Or call the company or the new IR who is referenced on today's PR.
Even more impressive when you consider the fact that the revenue/profit from the $2B contract which is already partially fulfilled is NOT at all included and a great corp acquisition that could yield another $100M/year rev is move ahead aggressively. All good IMHO. $OPTI
Great find...thx
Check with the TA or what others have posted (maybe ask BR?)....if you don't see a big jump in shares then not possible is it? Even then those shares could always have been used somewhere else ..not just BR. Last I looked the share structure was stable. Think you need to look elsewhere for a seller...BR is not loaning money at a great rate with nice conversion options in the future to not enjoy the ride he is helping to provide...crazy idea. He's gonna love it at .10.
Yesterday a lot of buying and not so much selling volume wise. Over the weekend many check out what's going on here, find us for the first time, do their DD, and see the big upside potential...in this struggling OTC market this might look dang great to others...should anyway.
I doubt if BR would convert at .07 or .10 to sell at .03...do you? If he did I'd love it.
Detached - thanks for the excellent general recap of your view of the current state of affairs with CLWD....well done, agree, and looking forward to CLWD's huge under value to be recognized. Great opportunity.
Your discussion follows for any who missed their weekend reading.
*****************
Thought I’d take some time to reflect upon some of the latest posts, PR’s and disclosures the CLWD IHUB members/company have submitted recently.
It was encouraging to see three straight trading days to close the week where buys out-numbered sells. That hasn’t happened in what seems like a very long time.
I remember reading an article back in January regarding the WSB’s--GameStop and AMC situation that dealt specifically with the Hedge Fund—Point72 which is run by Steve Cohen who is also the N.Y. Mets owner and whose fund had a large investment in Melvin Capital Management which had a large bet (short position) against GameStop. Anyone following investment news knows what ended up playing out with Melvin Capital experiencing significant losses.
Also in the article, it mentioned that Cohen and Ken Griffin, founder of Citadel (Citadel Hedge Fund and Citadel Securities an electronic Market Maker) were teaming up to invest 2.75B in Melvin Capital in order to bail out its founder Gabe Plotkin, who started his career at Citadel.
When I read the article, I couldn’t help but wonder which investment market entities were going to end up paying the price for the WSB’s GameStop and AMC fiasco because we all know the larger financial conglomerates always win in the end. We also know hindsight is 20/20 and beginning in early February Hedge Funds took a massive interest in OTC securities and as a result during the weeks of February 8th and 16th across the board most OTC equities hit their 52-week highs. Since then, all OTC stocks have been participants in the massive drawdown as the Hedge Funds sold into the momentum coinciding with rotational short positions over the last couple months.
The direct effect in Clwd’s case, resulted in them being in the position of having to adjust the Securities Purchase Agreement with the Institutional Investor from .07 on February 16th to .0454 on March 8th with 28,571,421 common warrants added in order to obtain the 10M in capital funding.
It’s encouraging to see in the last few PR’s the mention of working with new potential clients which should carry over into some contractual agreements resulting in steady incremental revenue growth moving forward. The fact their 2020 4th quarter revenues were down could be directly tied to the transitional phase taking place with the incorporation of Artificial Intelligence into the SWARM Tech Stack transforming it to the point of making the offering available on a test/trial basis to even existing clientele. It’s worth noting a year ago, 1st Qtr revenues were up over 35% from the previous fourth quarter numbers. One would surmise there should be some increase from the previous quarter since many of their articles over the last six months have recognized usage and measurable improvement for both current and existing clients. In the software industry trial periods typically can run anywhere from one to two months.
It was nice to get confirmation in the last article related to the development of SWARM into a fully functional SaaS platform. The advantage CLWD has in regard to a shorter time frame developing full SaaS has to do with the fact they have already developed a (Minimum Viable Product (MVP) in SWARM. Consequently, the average 3–10-month time frame will be significantly reduced. With the share price appreciation in January/February it created a nice opportunity to take advantage of procuring 10M in additional capital through a (SPA) Securities Purchase Agreement with an Institutional Investor which is significantly better than the last couple years when the share price was well below a penny and all that was feasibly available was the dreaded convertible promissory note where hundreds of millions of shares were sacrificed for less than a million dollars worth of funding. Like Andrew Van Noy touched on in the article the amount of capital raised will be plenty to bring SWARM to full SaaS. The development of an (MVP) product into full SaaS at the most should cost under half a million dollars.
I wasn’t surprised to see the Authorized/Share total increased. I figured at some point in the near term based on the disclosures they’ve released specifically dealing with the conversion/exercising of outstanding warrants, common stock options and convertible preferred stock it was going to have to happen sooner rather than later. One of the most critical areas of SaaS development is having skilled staff on board. The highly skilled software engineers are only needed for the most critical stages of the development and are contracted out for the necessary time it takes to complete that particular phase of the project but you’re still going to need staff on hand for the on-going maintenance that will be required once the full SaaS is completed. Trying to recruit the best and the brightest (“TALENT” as Andrew Van Noy referred to in the article) within the Tech Sector is an extreme challenge for a small company and one of the determining factors that can be utilized to land a key hire can be in the form of an attractive employee stock option package.
Also in the article, it refers to possible acquisitions and/or licensing partners which at this stage of their development would be very advantageous. The potential impact of what they’ve been able to develop I would think has certainly raised a lot of attention in their direction. Other Tech entities that have viable products/services complimentary to the existing SWARM platform should be pursued and when incorporated or acquired could ultimately lead to faster organic revenue growth going forward. This should be taken advantage of and the flexibility of additional A/S as a resource can help secure the necessary non-toxic raising of capital through a (SPA) and/or a company common stock equity offering to the owners of a targeted acquisition in order to speed up the accomplishment of longer term objectives.
When you factor in the current 10M annual revenue base with a current price-to-sales ratio of 2.5; 10M in capital to be used in part to develop SWARM into a fully functioning AI driven software-as-a-service (SaaS) platform; new clients across multiple industries over the last six months witnessing the AI-driven SWARM platform exceeding their expectations with the end result being the potential of cutting their advertising campaign costs by as much as 50 percent; the incorporation of AI into SWARM has led to the development of “personas” which were designed specifically to replace Third-party cookies and not only are personas more effective at targeting an audience but their more capable in ensuring a user's privacy; the potential of significant organic revenue growth increase through the signing of new clients after trial periods as well as through acquisitions and licensing partnerships... there’s definitely an abundance of potential catalysts that can play out over the course of the year to create upward share price movement.
al19, so looking at the list on your post I see organizations listed that are in my Orange CO CA area but don't show up when I hit the button for things in teh area? Anybody? The couple that are shown (just a couple for miles) appear to not take payments yet....is that a problem of me the user or ??
A "CRISIS".....OMG ....likely another gaff but I'll take it
Let's get lucky this week and get some $MRGE news.
As this seems like important news I appreciated the Q & A in these past couple of posts. I too wondered what Ward had to offer that was essential under these rules that AMLO is laying down.
With respect to Ward's 'rights to the storage facility' doesn't it sound like the State could seize anything they needed to make their plan work?
Certainly a Nationalization program....I'm sure they need the gas but that we don't have locked up in any way do we?
TIA
So far off the mark....RB is not selling/dumping. The coming days/weeks will get us headed the right direction and in a big way IMHO.
Great find, great news ....with so much UP ahead for us.
Hi Tony8, yep in PCTL big time and, while there has been some flutters these past months, things have come back around and there are big GREEN days ahead. PCTL is need in the current world, hospitals forever, O&G and Agr.....so they are good for a lot of years IMHO. Ck the web site or IHub info.
They have a great product, have cleaned up the past toxic debt/delayed filings, etc., now have serious money committed to meet any business needs, and new corporate structure and direction IMHO ....so up we go!
Yep, loved swimming with the Whale Sharks in Cebu...really glad they are vegans and seem to have good eye sight! LOL Beautiful Island and people.
GL.
Totally wrong
That tweet is music to we investors' ears I'm ready to head North again with this one. Go $PCTL
Nice to have good news continue to roll out.
Wow that MSMY deal was a great one for ya....who were you posting as in those days? Curious.
That's great - thx....I guess if business blossoms they might consider a L3 but L1 allows them a great way to begin.
Very true....and there are customers waiting for the testing to be complete for those 5 systems announced today. It is not just a build for systems to have available ...they do have homes already. Great news that did not get its proper recognition in my opinion. Hopefully we will see a PR as they finish testing. Obviously the build money is now there so we are beginning to move. Add the O&G results and we can turn those dawgs loose for a huge pie of business!
dade, thx - how can I confirm in my mind that it is a new Distributor for PSTL or using our approved EPA product via some other entity?
Lots of good news coming. Stay tuned.
Great news - long leases so monthly cash flow. Good tosee news start to flow again.
wow BIG drop of .0001 or was it .00000001? Can't wait for tomorrow.
Quiet day here and more red around than any of us like.
Ditto for me on your post...and Detached DD/comments....I also await the next move and our patience will hopefully be rewarded.
Another piece of history....still chafed from that rodeo. A number of calls with Dial and Jarvis along the way doing the proper DD convinced me it was a legit investment....so naïve.
B2B, still ride by daily the area here in HB that you spent some time along the way in your life.
Stay well all.
Zagdad
I like where we are headed as I discovered some shares I lost track of but REALLY......
aandt, great find as usual...Keep up the great DD e3ffort and hopefully we can grow into the shoes we should be wearing. Thx Where's the companies news/updates....come on boys get with it!
I can see some protection in the document but I can also see some one related working intentionally to drop the price and open up the idea of a recalculation/better deal. No data to even suggest it went down these days but with so much artificial messing with the market place down here it would surprise me.
What Cloud mgmt should have done is protect against that possibility with some news /some positive vibes to create interest/buying and confront any such efforts to walk out pps down....we know they have lots of good stuff for the wires....better have or we wouldn't be here would we? Throw us a bone once in awhile...instead of news like this we don't understand or like....got to say for a marketing driven company that have little to none skills in the marketing/PR space based on my past many months here.
So let's go....onward and upward $CLWD
A floating "deal" hard to understand that......well I guess when we go back up then management will do a re-do and they will be glad to pay a fair price.....
What am I missng? Why/what is the reason for the re-do today and the add on to an already executed deal? thx
Congrats...a 138 bagger and just getting started....unfortunately I missed this one. Now if only we could lite a fire under IND..C.
AD, I'm with ya ....and our day will come. On a bad day the fundamentals here are way better than 99% of the other Penny alternatives....but while the pps doesn't show it YET, I'm confident it will beginning soon.
and the $$ to pay the bills for people, operations, acquisition, etc.? If the only answer is FORW then where died George get all the cash. Small position but looking to know more....no filings to do any DD on. Thx
stoflat, I do read all posts here. Your comments are legit when the is a suggestion that insiders, officers, major investors are possible buying, unfortunately your original posted did not suggest that and that is what I was responding to.....quite a difference between the "company"buying shares and individuals.... I doubt there will be any 8Ks on that.
You began with..."For instance, a PR about the company buying shares is a big deal that needs to be issued SO we can increase exposure to the greater public and maintain this level and beyond. IMO"
yep it is all in the reading......GL2us
Why would a company just beginning a comeback with a big OS and not a lot of cash buy back shares,,,,? then go out and borrow toxic money to build the business? Really....not what I'd like to see them so. Maybe you know something?
Down in the bottom portion September was mentioned...just no year.
Thx for the info.....glad to have a toe in the water here. Everything looks great....having Thunder Bay not too far away is great....spent a few winter days on the ski hill there long ago.
Those numbers suggest rev of over $300M per year being processed.....any idea as to the the profit %s are to the bottom line for such minerals, etc.?
Detached, thx for this most recent recap and the many before. I've seen this through this last major run and I see much more still ahead so plan on seeing a few more cards. Agree 2021 should be a great year.
Hi Old Owl, I'll be glad to also wait for $10. Bring it on.