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I was listening to a Jason Calanatis podcast this morning on my run. Only heard first bit, but he was talking with Fitbod, a SAAS company like BizWarrior. Jason was very impressed how they went from 6K in sales in 2016 to now doing 1M a month in 2021.
Ill link to it later on, but after hearing some of this, i feel like BizWarrior is now at a place where they can generate LEGIT investment from VC funders like Jason. If BizWarrior can keep up rev growth then i believe NASDAQ is likely in 2 years.
Question is, can they keep up a good growth rate. This is very real.
One thing to note is that often times the retail market is underwhelming in the OTC so big block sellers can overwhelm the market, even in the face of a rapidly growing company. Often times, the strongest companies in the OTC dont get the dollar volume buying they often deserve.
Moving up to higher exchanges brings legitimacy that makes valuation more legitimate and more liquidity to reduce downsides of lagged share issuances.
Very hard runway BZWR has to thread, but they sure as shit are trying and i give a legit 5-10% they can do it and make NASDAQ 500M+ valuation in 2 years. I will continue to hold, hopefully they can find some bulk buyers to eat up the seller(s).
Based on a video update today from Rhett, i get the impression the company has greatly reduced their share issuance in the last 2-3 months. Lot of the stuff we are seeing now in the market is of course from 6+ months ago when they were nowhere near the positive spot they are in now.
I would hope that this implication is that the company has a "bump in the road" playing out now with the prior share issuance and some folks in that issuance converting and selling BUT once past this selling, the next 6 months after should see far fewer conversions.
Yall get what im saying? What we see now in the market in share conversions came from a time when they were more desperate for cash. Now they are now, so the share issuance situation is reduced, BUT there is a lag in these things.
I do appreciate the open lines of communication with retail shareholders. 2nd to none in the OTC. I honestly dont know if there is a better CEO with his messaging than Rhett. Im sure there might be, but i dont know of any.
Rhett and Co hopefully will stop or greatly reduce their amount of shares given out in lieu of cash. The effects have been noticed in the form of how this stock trades IMO for the last 3-6 months.
Continuous amount of shares being sold off from, IMO, noteholders or what not. One can hope that Rhett and Co have noticed this really holds their shareprice down. Even though this company is cranking and us retail shareholders are big believers, if you have 2M shares a month come free for sale that somebody got at .03 then the supply overwhelms demand and stock cant budge.
It behooves Rhett and Co to move their share price higher for many reasons, if for no other reason then to get better liquidity/financing terms. Fingers cross they have already realized what i perceive as the problem and have put a new plan in place to combat the priors.
This is of course, my opinion, and im only 75% sure im on track here. FWIW
MONSTER FILING UPDATE AH. 7 so far. few more + attorney letter and its pink current.
LETSSS GOOOOOO MOARRRRR :)
that is 100%. Rhett has said it before, this growth and fast start was a pleasant surprise. Now as shareholders though, they are in the spot where they need to keep growing. More subs, more sales, more more more.
To go from 3M this Q to only 2M next Q would be a disappointment IMO unless there was a valid reason and a plan to take it back up. Rather, i feel like we could see 4.5M this Q.
One thing i wonder about is if free subs begin to transition to paid subs automatically after a certain time period and this is a big way to begin increasing sales
Ive bought nearly 200K today on this dip just now. I am now approaching 2.5M shares i believe across multiple accounts. Let the flippers out who bought leading into the Q report.
I am here for the 12M+ Year in 2021 and possible 40M+ in 2022. #longhaul. buy the dips
Thing with SAAS companies and why they are So incredibly profitable is because most customers dont cancel so you keep building up that monthly recurring revenue as you pile on new customers. Just keeps building and building.
And more and more cash flow to reinvest in the product to make it better, thereby enhancing customer experience and more sign up. The hardest part is the beginning but once you hit critical mass, as seen with so many companies nowadays, growth skyrockets.
4.5M current Q Rhett and Co lettttttts go. That would be an annualized growth rate approaching 20M :)))))
3M sales in current Q. If they can do 4.5M next Q, this only becomes more exciting. We dont even need 100% growth this Q but sustained 50% growth over this current sales rate puts this into a bigger world/more exposure/more everything.
4.5M next Q is my goal.
DREAMER POST:
15M sales 2021 / 4M Net income
35M sales 2022 / 10M Net income
90M sales 2023 / 25M Net income
I would expect BZWR on NASDAQ in 2023 with a share price well above $10.
Current sequential sales rate is 900%. INSANE. My figures reduce this growth rate to roughly 100%/year out thru 2023. This is possible. Which is what makes NASDAQ a legit possibility if company can continue to crank.
800K+ cash on hand and seems to be generating lots of positive net income daily....i wonder if Rhett and Co can put some into BZWR in ways to buy/back stock (if only nominal as a sign of confidence in undervalued SP) or pay most/all future bills/consulting in cash instead of stock.
They of course know far more than I about their cash position and what makes the most sense but it cannot be understated how unusual it is for them to be generating 1M/Q in cash
VERY IMPRESSED as expected Q. Lot of this was baked in. As discussed, we seem to now be running at $1M/month sales rate with both gross and net profitability.
As i said prior, 12M yearly run rate as it stands now; current Q was up 900% sequentially, if next Q can possibly run at even 100% sequentially we can talk about 6M Q or 24M/year.
This is what im here for. 10% BZWR is trading on the NASDAQ in 2023 IMO
At this point, i am willing to load the SNOT again at the .11 level if it happens again. May just put in a 100K bid now for .11 and see if it fills.
The big block buyer is super bullish and for flip sakes, that seller has gotta be close to done. right? :)
whatever diana. have a good day. go bzwr
insider is a vague term in the OTC. to each their own though.
Sometimes i give Rhett and Co too much credit for stock, sometime too little. I believe they know who the block seller is and found a way to eat up the selling pressure.
I dont know how, but i believe insiders are loading the snot out of it now with continued 1/2M block buys day after day. Retailers and the block seller alike sell into it, but at some point both will be wiped out, and the stock will be locked.
Without this selling pressure (mostly from the block seller) the stock will have a relief rally in days to .22+ IMO.
But that of course is just a relief from the months of relentless selling from the block seller. With new updates, and new buyers, this is when the stock could easily run from .50-$1.00
Again, i am only making educated guesses but these are my thoughts.
I own $1/2M of stock and this sort of action has me buying more alongside the limit buyer
You seem to have a great read on things here. Any idea who is the block seller? KDNG CEO have unrestricted stock he can leak out here, is that whats happening?
Generally in situations like this, its not someone close to the company because they believe in the company more and willing to hold. Whoever this is, is just dumping as much as possible
Whoever the F is the block seller, selling millions upon millions of shares is pissing me the F off. We need someone to go in and prob buy 5million shares to clean him out.
Maybe its the former CEO selling a 20M share position. But its endless. Everytime we try and move, another 100K shares. oh we get buying? another 100K seller. ready to move? nope, another 50K. ooops, another 50K. ooops heres another 50K. and another. and another. and another.
endless selling by 1 person
Company could do 12M/sales this year. Growth rate is probably over 1,000%. Yet the market cap is only 3-4x the possible sales. Valuation in OTC is often inflated above reasonable valuation...currently because of a big block seller, we have depressed valuation.
Depressed valuation, even though company has excellent PR and get the word out about the stock. At one point the block seller will be done and this stock will breath up to a more reasonable valuation which in my mind is around 200M (generally higher on OTC). or about 5x from here. .60 cents :)
Agreed 100%. Both guys seem to be the type of highly motivated top notch professionals. They get shit done.
Your great btw on twitter and spreading the good word on BizWarrior. At some point this will really catch fire again and go on a massive run
Very likely eh. No point on doing the filing unless your keeping the shell alive with new OTC rules this fall. And companies that keep shells alive, almost always do it, to have nice fat stock runs. especially on tiny, dead stocks :)
Wouldnt be surprised to see this 1,000% higher before oct 1. Very very few have that patience though or capital to hold like that in this risk pool of OTC market.
So by this math, it equates to having no debt on the books anymore? if so that is freakin amazing. single biggest issue for OTC stocks
And again, i believe Rhett and team knows exactly whos selling and how much is left. We dont know, but the more high volume days like today we get the closer to the end of block selling there is.
Once block seller is done, this is .20+ in days IMO and likely .25+
Whats special about them is the image and Rhett himself. If this becomes a snowball rolling downhill, they have more cashflow for product enhancement/PR/Marketing and become far more well known and it looks good.
Then they start getting spots on biz TV. At this point i would be ok with a RS to bring the shareprice up as it would attract larger investors even before getting off OTC. Shareprice above $1.00 just makes things look better. A RS done for that reason, i am ok with.
So they did 384K last year and have been running sequentially month on month at approx $1M. If pace keeps up, that would be like 12M for the year and 30x growth rate.
Next year 10x that sales figure would be $120M/sales/year which ==== NASDAQ.
Obv this is unlikely but they are a SAAS company with recurring revenue. IFFFF Rhett can do it again, then this is quite possible. I say 5-10% they are a NASDAQ company within 3 years
at this pt, its all about the block seller. thats the only thing holding us back. similar to last year around .01 and that relentless sell pressure, at some pt they will be done and then the stock will at first breath upwards and then will rocket higher.
I have no doubt, management knows exactly who is selling and generally how much they have left. the end is near hopefully and .25+ will begin again
FINALLYYYYYYY. been asking for them to do this for a long time cause of risk of suspension. Just do what all other OTCs do and dont file with SEC.
Also implies somebody is awake at the company and probably gonna do something. These are the best plays cause its a wake up from long dead. :)
Yeah i have no idea when this selling ends but im confident that it will, and that the company knows whos doing it. And of course, i expect a fast move back up once it ends
I believe this is .30-.50 at some pt this year.
I also dont blame the seller if im right. consultants or anyone who gets paid in OTC stock sells it as soon as the restriction is up no matter whats happening with the company. They arent in te business to try and trade their stock payment
Stock is trading IMO like a stock with old restricted holders who were paid in stock selling off their mildly big sized positions.
Maybe some of those people that got shares in 2019 or 2020 for consulting work or what not and got 400K shares or something like that and they are ok selling 50K blocks here at .095 when their shares were for payment for services.
Just need, like last time last year, to have these shares soaked up by insiders and then commence the next leg higher because this company is far too strong and has far too much growth to just allow the former restricted stock holders to crush the stock.
As we saw a few weeks back, whenever the seller is done, it runs 50% in minutes. There just isnt much retail selling, its just one or two larger holder that we need to be cleared out IMO.
I am guessing btw but feel fairly confident.
Anyone saying Moody doesnt care about what happens after he sells the shell is beyond wrong.
Probably shouldnt even be trading if you dont understand why he cares smh lol
soooo. we dont know much but somebody has twice so far today gone in and bought $25,000 worth of stock in 1 block buy taking out everything in the 20s up to 30s. :))))
Keep selling folks on the questions, some insider is locking down large chunks of shares in a very bullish manner IMO.
(with that said i dont blame some sellers for taking profit as lots is up in the air but this type of buying is very bullish and indicative of insider loading. Im betting on Moody to surprise)
Company description on OTC Markets went blank into the close, watch for possible update there over the next 24 hrs IMO.
In Moody i trust LOL :)
$1.6M market cap this morning with share price at .11 :)))))))
So if this sees .22 this week, the market cap is still only $3.2M. The few that are here starting to get the drift.
The OS is so small, it juices the value. As i said last week, if RM is halfway decent this will be .50-$3.00.
Considering the market cap was below even shell value coming into today it was a joke it was at .03. Congrats to whoever got sub .05.
Horrible RM and this is at .20
Halfway decent RM and it’s .50+
Legit RM it’s 1.00 - the moon.
OS is so small it juices the share price
WOW. 15M OS means if custodian puts any half decent company in via RM then this stock is easy dollars :)
This is just one of the rare OTC companies where its REAL and the investors, mostly friends and family, are in it to win it. Everyone is rowing the boat in the right direction and the actual management team is CRANKING THE BIZ.
its exciting. They could go OTCQB by the fall and then Rhett would CRUSH shareholder tours with institutional investors that invest in OTC land. This company sells well to shareholders, we all know this. The story is exciting and the numbers are booming.
Market cap of 40M currently and they may be growing at 3,5,1,000% this year in sales and do 5-10-15M in sales. With that kinda growth this should be easily valued at 10x sales, if not 30x sales (i really dont know but i do know that institutional investors will value it way more than 1.5x sales lol when ur sales are growing so fast :)
Im really putting BZWR into investment grade holding more and more. If they did $660,000 in March in sales and expect "more momentum" in sales growth then i think its likely they hold this monthly number of 660K+/month for the rest of the year? And likely add to that. If they can start doing $1M months in sales im sure that is farrrrr past their expectations for 2021.
Its so true after hearing Rhett on CC that they are firing on all cylinders. Everything is cranking and with the advertising spend 10x and all the new dev team etc, they SHOULD increase sales.
To us shareholders, if they can do 50% growth above 660K in sales for April or May and get it close to 1M in sales/month before July/August then i would be very happy.
yeah 350% m/m which is insane growth, but i doubt they can grow again like that m/m. id be happy with 0% growth and the same rev number in may than april.
If they can continue growing m/m at even 25% after doing 350% then we are all in for a wild ride but im not expecting that. maybe 200% y/y
I dunno, i get the impression that the 250% increase in sales in the prior month is unsustainable currently. Maybe im wrong (i have not listened to the CC yet, hopefully tmr) Im just hoping they can keep next month Rev at same Rev as this month and if so were talking the 8M or whatever in yearly sales which to me is nice and then maybe grow into the back half of the year.
But either way, if BIZ WARRIOR did 8M in sales this year i would be very very impressed. scale up from there but that is a lot of cash flow for a lower cost SAAS biz imo