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you boys are Debbie downers, as I said before all your points are valid, but this keystroke encryption stuff just got more interesting today, Im hearing they have 2 very impressive patent attorneys who are competing to represent them for recovery, Im holding cant go much lower.
Well, I will give them till the end of the 3rd qtr, before I get to your state of mind. I'm not disputing any of your claims, but I have a feeling this is the one to turn them around. The head of Sevideca has an impressive track record of building a number of sales organizations to over $100 million in sales, he is the one I'm betting on. In addition, this patent infringement plan could yield huge awards for the Company, they were informed that 42 other companies tried to patent keystroke encryption but were turned down because ZRFY owns the patent. Tomorrow could shed some light on this, fingers crossed. In all I hear you, just hoping for the best, it's been a while.
Bid .0002 270,907,415
Ask .0003 152,668,710
News white label deal multi million dollars
$XALL coming off the bottom strong, looks like the seller is done, with more closings to be announced shortly, could see ,01 5x from here.
🚨 $ZRFY
— OTC Updates (@OtcUpdates) December 25, 2023
💰0.0005
Pink Current, AS: 10B, OS: 3.1B, US: 2.9B
Tier Updated:
🔴 Pink Limited Information
🟢 Pink Current Information
https://t.co/pnj9kYcNQ4
Wow, red to green in a hurry. Someone knows somethings coming.
SNNC New product can reduce your blood alcohol levels, huge news https://www.otcmarkets.com/stock/SNNC/news/Sibannac-Inc-Provides-Distribution-and-Formulation-Updates-for-Its-NOHO-R-Recovery-Shot?id=425154
$ZRFY Here is my breakdown of the possible revenue and earnings for 2024
1st Qtr 2024 30k users at $8 month starting at 10k Jan 20K Feb 30K March = $480,000 gross rev 40% profit margin $192,000 net profit.
2nd Qtr. 2024 45k April 60K May 75K June = $1,440,000 gross Rev 40% profit margin $576,000 net profit
3rd Qtr. 100K July 125k Aug 150k Sep = $3,000,000 gross rev 40% profit margin $1,200,000 net profit
4th Qtr. 200K Oct 250K Nov 300K Dec = $6,000,000 gross rev 40%profit margin $2,400,000 net profit
2024
Revenue $10,920,000
Net Profit $ 4,368,000
PE Ratio 30
Market Cap $131,040,000
Shares Outstanding (completed Reg A) 3,200,000,000
Projected share price $.41
Check Forrester Research they rated $ZRFY the best in class
Well if they have minimum sales per new reseller yes that does mean revenue.
Oh, and look who they just signed $VZ's largest reseller.
it's all coming together sorry you're such a pessimist I'm optimistic to a fault.
Exciting News! Zerify partners with ConectUS Wireless, a Platinum Business Agent in Verizon's network. ConectUS Wireless has an extremely large sales agent base that will now be able to sell Zerifys’ Secure Video Conferencing solutions. $ZRFY #Zerify #LikeConectUS #ConectUSRacing pic.twitter.com/0Aq0TkmMpJ
— Zerify (@ZerifyOfficial) December 6, 2023
I found you a Death Cross on the daily chart of Sibannac Inc.
— PenkeTrading.com (@PenkeTrading) December 6, 2023
$snnc #snnc #DeathCross #bearish #pinkhttps://t.co/XkyXrEaaCm pic.twitter.com/ofipFjJmF4
I think tomorrow will be exciting, VZ reseller
look into the Bonnie Davis field, they are bringing it online, with expectation of 300 to 400 BPD plus the Lithium. WINH has invested non-dilutive funds to get the field up and running so they can extract the Lithium + a percentage of the oil and gas revenue.
I've noticed that $WINH signed a similar deal with $MKGP, worth a look.
I have, he said the qtr is delayed due to the Auditor having to audit the qtr, because they are changing Auditors and they have to pass all audited numbers before the change. He expects this week.
$ZRFY looks like they added another reseller they seem to be getting larger and larger, what else will this week bring.
Exciting News! Zerify is thrilled to welcome Rackbuild Inc. as our newest authorized reseller! Specializing in Cybersecurity, Video Conferencing, and Cloud Storage for SMBs, CEO Marty Raymond and team bring decades of expertise. #Zerify#Cybersecurity #VideoConferencing. $ZRFY
www.rackbuild.com
I think next week, should have some news on new selling partners. 1st qtr is setting up to be huge rev growth. Boy if they could get a white lable deal with a major telecom company would be great.
$SNNC these acquisitions need to be consolidated at year end I bet that's the hold up. Just give us a hint of the current revenue run rate.
$SNNC will be reporting their 10K this week, should see signs of Rapid Revenue growth in it.
$SNNC great update don't forget their 10K is due by end of month, that should be the first picture into their recent revenue growth.
https://t.co/5xE9CTldZk
per user sorry
CTTH nice tweet
$CTTH pic.twitter.com/YfAZ7IuFDV
— CTT Pharmaceutical Holdings, Inc (@CTT_Pharma) November 13, 2023
Just a heads up to everyone those patents already exists and CTTH owns them.
I would say we have a deference of opinion. My opinion is they have finally turned the corner, all the onboarding and learning the system developing sales plans, execute those plans (I think that is where they are now) takes time (months). I did find out that their fee is $8 a month net, with their largest Channel Partner, which is very close to launching their sales effort, which could change the future of ZRFY over the next few months.
Also, the radio silence over that period allows the Partners develop all their back-office interface, sales material, etc. without interference, my guess is they are very close to the end of that process and now moving into the production phase, the one we have all been waiting for.
You are correct about the profitability of a software company, but they have-to-have sales which ZRFY is lacking. There first goal like I said is meet expenses, stop the burn (dilution). I think you need a refresher on expenses, a company has fixed expenses such as rent, electric, insurance, management salaries, etc. They won't change if you have $0 in revenue or $1,000,000 in revenue. So, you have to exceed that number and any variable expenses before your profitable, they haven't even covered their fixed expenses. Now once they exceed it the profit margins are very high, so start to evaluate on growth of users and channel partners.
Key stats to evaluate once users start to migrate to ZRFY through channel partners:
# of users
monthly growth rate
monthly customer retention rate
variable cost rate
fixed cost rate (should be falling as a percentage of revenue)
monthly fee per user ($8 currently)
That should give you the basics to value ZRFY, start modeling, use some hypotheticals best-case worst-case scenarios and come up with a number you think they can hit in 2024.
With just 100,000 users its a $9,600,000 run rate. IF IF IF IF I know but that's why we invest because if it works out, you could become wealthy with a relatively small investment.
Here is one of their channel partners who just had an article about ZRFY for school systems, that could be a huge vertical that alone is $100 + million business.
https://cinosecurity.com/about-us
Read article (page 9):
https://online.flipbuilder.com/rmyw/hksq/
This feels different, I really believe they are on the rise.
ok, so I'm the resident pumper, I guess that makes you the resident Karen. I'm a glass half full guy, I look for solutions to problems.
So back to my predictions, are Mark and George going to get us the sales the Company needs, as of today not a good option. Introduce hundreds of resellers with large books of business now you are building a competent sales force with existing customers. That began a few months ago, with learning the system and how to sell it they are beginning to get feedback and customers, I feel they are just starting to get some smaller clients, but the 9th District Court in TN was a huge get and that model can be duplicated easily around the country. Their biggest reseller is going though final testing and should be selling by year end. That reseller developed a separate website to launch it. ZRFY gets a fee each month per customer. With that in mind if $15 a month is the fee they get per customer, how many will they need to get to $101,000 a month. Well that is 6,734 customers. The question is, can their current 3 channel partners, consisting of about 500 resellers get them 6,800 customers in 3 to 4 months. I say yes. It's that simple
$ZRFY If they are burning about $100k a month, the question is how long till they generate $101k a month to stop dilution my estimate is 3 to 4 months. So lets say $300k left to burn (the amount will be shrinking every month). That leaves 670 million more shares over the next 3 to 4 months. Seems like a lot but in the long run the cashflow they will produce at scale, is $100's of millions over the next 5 years. My approach towards ZRFY is 3 to 5 years from now, because now is when their products are being marketed by 100's of channel partners and multiple verticals (court system and education) with many more to follow. I know how the past has been, but I feel the Company is finally ready for some hockey stick growth.
$ZRFY signed their first Federal Circuit Court System the, 9th Cricut Court System in Tennessee, now their reseller just had an article about their video conference system safety for school districts around the country. https://online.flipbuilder.com/rmyw/hksq/
$BLFR Now that we have a new share structure, which is:
15,947,368 shares outstanding
2022 net income $922,495
Oil Gas PE 30
Giving $BLFR a $27,674,850 market cap or $1.74 stock price. Still has a way to go.
Doesn't include any NEW deals.
Share reduction is key, look at $BLFR, what they did today on Share reduction was incredible. The management could convert their common shares into a Convertable Preferred Share to reduce the common outstanding.
NEWS!!!
https://www.otcmarkets.com/stock/ZRFY/news/Porky-Products-Licenses-Zerify-Defender-to-Safeguard-Corporate--Customer-Data?id=411481
Some future guidance nice:
Mark Kay, continued “as Zerify continues to add new clients with its ever expanding reach, the Company is positioned to see strong revenue growth in the 4th quarter with 2024 situated to be by far Zerify’s strongest year of revenue and profits in Company history.”
Here is my understanding of the dilution through this last filing is as follows:
1. The groups listed as selling shareholders, are the same groups that participated in the convertible notes,
2. The groups have probably made considerable profits on the convertible notes to date and any extra profit would only increase their ROI,
3. Conversion Price of $.0036
4. 990,444,446 possible new share, as of today 591,212,713 have been issued, which leaves an additional 399,231,733 left to be issued under this most recent
filing.
5. Will this be enough to get them to cashflow positive, based on PR on 7/20/23, Multi-Year Licensing Agreement with minimum revenue requirements,
6. Need to keep headcount down to a minimum, continue signing new Licensing Agreements and build a backlog of onboarding customers before adding
headcount.
7. Just build proof of concept with about a $5 to 10 million dollar run rate and sell, sell, sell, to a much bigger company.
8. My only hope to making my money back.
CLRD and VHAQ sign Definitive Agreement, once closed $20 million in cash from VHAQ will be used to pay down the toxic notes, with plenty left over to expand. Also, the robots are the delivery systems for their AI technology for elder care. Thats why VHAQ is willing to pay $370 million for CLRD
https://www.otcmarkets.com/filing/html?id=16549784&guid=H2m-kHOfTrNeJth
$CRVH just dropped a Supplemental Report looks like they are merging with a $5 million revenue company. Nice low float https://www.otcmarkets.com/otcapi/company/financial-report/362269/content
Should be closing any day.
MKGP closing acquisition announced in Dec producing 150 bpd with potential for 1500 - 2000 bpd once field is fully operational, made a move into the .20's when deal was announced, worth a look.
https://www.otcmarkets.com/stock/MKGP/news/Maverick-Signs-Binding-Agreement-to-Acquire-100-of-Pass-Creek-Resources-LLC-Including-100-Working-Interest-in-the-Adena-?id=382833
I think you are missing the hidden value in their Elder Care Robotics with their proprietary AI, is being missed by everyone. Here is a sales video for Mitra, worth a look.