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Alvie,
Do you know when the next quarterly report is due to be released?
Isn't it end of September early October?
Thanks.
There is a group on Facebook, VEND Investors, for those who are interested.
I have made 3 purchases over the last 4 months.
My most recent purchase was yesterday at .80. I am not a high falutin' big time investor. I now own 5782 shares at a cost basis of .47.
To me, the math is very simple and now is a great opportunity to add to your position.
As production of the units increase so will the deployment of units. It's not a hope or a wish, it is a FACT.
The production was slowed and halted by improvements, addressing issues and weather. Some would take those things as a sign of doom. Well, I would expect nothing less from people who can't see beyond their nose.
The issues have been resolved and less likely to hamper revenue.
As the number of units increase, so does the revenue. Revenue that is generated by the franchises, Compass AND the Company locations.
Here is what is likely to happen:
Month to month sales will show increases. Month compared to this time last year will show increases in sales.
The number of units being deployed is increasing and happening on a regular basis. Each unit deployed represents additional revenue.
Basic math.
As the data will demonstrate that this is a 'less risky' investment opportunity, more investors will notice and buy.
More entrepreneurs will invest as a franchisee, globally.
Granted, there is always the 'growing pains' concern with a small company. However, they handled those recent 'pains' wisely and proved that it's better to make it right and fix the problem(s).
VEND is making good headway and with retail chains like Walmart and Kroger taking an interest, it's only a matter of time.
Know this, other businesses are watching Walmart and I would suspect those businesses may reach out for more information.
I am hypothesizing now, but based on what I have read and know about the Company, I would expect the share price to be $5+ by this time next year. That's without the serious price fluctuations we've experienced as share holders.
Consider this investment like this:
When Amazon first became public, nobody considered it as a viable investment. Now folks are kicking themselves for not investing that $100, $500, $1000 when it was under a $1. Look at what Amazon has accomplished.
Keep in mind that it's not just the robot that will generate revenue. The Company also has the proprietary rights to the Artificial Intelligence. AI specific to vending machines. AI that will transform the industry and provide a revenue stream without the need for personnel.
It's only a matter of time.
I would encourage adding to your position while the price is 'right'.
You know what I thought was crazy when it first came out on the market - bottled water. Who in their right mind would buy what you can get for free?
What people don't understand or come to realize is the retail market is constantly evolving. Demographics play a big part in retail.
Maybe you wouldn't pay $5 for a frozen yogurt treat, but there are people who will. Not having to stand in line, not having to deal with employees who have attitudes, not being ignored by employees, not having your order made incorrectly, etc.
In and out and on the run.
There is another robot in development that will certainly enhance the company's revenue.
Placement is crucial and I can't fathom these entrepreneurs not doing the research to ensure profitability. Let's also not forget the agreements with Danone, Felx and Pitney Bowles, all multi billion dollar companies who have done the due diligence on VEND.
Deployment is happening right now. It slowed because of an issue with the toppings. The matter has been corrected and the deployment is geared to meet expectations.
Everyone is entitled to their opinion, however the data will determine a win or loss. The next 3 quarterly financials will provide the proof of the retail markets acceptance of a convenient tasty treat.
If folks are interested in dialog I have a Facebook group, Vend Investors. Not a lot of discussion at the moment. More of an outlet for press releases.
There is one franchisee that joined.
Anyway, looking forward to great things ahead. :)
Alvie,
Would you, if you are able, post the locations of the franchises?
I am in the process of pinpointing the franchises on a US Map.
It's not precise, but it's a visual that once I have it up to date, can be used to illustrate the expansion of the growing market base.
Also, if you know the appx # of units and the $$ for the investment for the franchises, that would be awesome.
I have asked investor relations, but am still waiting.
Tom
There is a closed group on FB
Vend Investors
For folks interested in discussing the stock on a different venue.
Tom
Consider this---
https://finance.yahoo.com/news/amazon-acquire-online-pharmacy-pillpack-124736173.html
The deal for PillPack, which organizes and delivers prescription medications, will put it in head-to-head competition against existing drug retailers and distributors such as CVS Health (CVS.N) and Walgreens Boots Alliance (WBA.O). Shares of drug wholesalers McKesson Corp (MCK.N), Cardinal Health (CAH.N) and AmerisourceBergen (ABC.N) also fell sharply.
When I saw this news release it made me realize a very significant point.
The business model of the robot is unchallenged by the goliath Amazon.
It is the beginning of the end for brick and mortar retailers. With dwindling sales, reduction in staff and operating hours will be the initial reaction. Then a reduced inventory.
This would be a great marketing point to shareholders and investors.
The Amazon tidal wave is no longer way out off shore. It is clearly visible from the shore and it's getting larger and closer.
We are on the cusp of a transformation within the retail industry.
It took Gates at least a decade for society to 'catch up' to his operating system. And now, look at the influence it has had on everything.
Granted, the robot itself is not a purveyor by itself, it's the company's ownership of the proprietary technology which will be instrumental in the transition.
Consider this---
https://finance.yahoo.com/news/amazon-acquire-online-pharmacy-pillpack-124736173.html
The deal for PillPack, which organizes and delivers prescription medications, will put it in head-to-head competition against existing drug retailers and distributors such as CVS Health (CVS.N) and Walgreens Boots Alliance (WBA.O). Shares of drug wholesalers McKesson Corp (MCK.N), Cardinal Health (CAH.N) and AmerisourceBergen (ABC.N) also fell sharply.
When I saw this news release it made me realize a very significant point.
The business model of the robot is unchallenged by the goliath Amazon.
It is the beginning of the end for brick and mortar retailers. With dwindling sales, reduction in staff and operating hours will be the initial reaction. Then a reduced inventory.
This would be a great marketing point to shareholders and investors.
The Amazon tidal wave is no longer way out off shore. It is clearly visible from the shore and it's getting larger and closer.
We are on the cusp of a transformation within the retail industry.
It took Gates at least a decade for society to 'catch up' to his operating system. And now, look at the influence it has had on everything.
Granted, the robot itself is not a purveyor by itself, it's the company's ownership of the proprietary technology which will be instrumental in the transition.
That's a nice roll out.
Can you imagine the revenue that's going to start coming in?
The tidal wave is starting to gain some momentum, yet it's still barely visible unless you 'know where to look'. :)
I suspect by early July, after the first earnings report the end of June, we may break $3.
We have achieved a new high.
Consider this:
I would suspect that by June, no later than July we will get a press release of the sales generated by the deployed yogurt units. As well as the total number of deployed units and the schedule of future units to be deployed.
Personally, once the first report of new sales generated by the deployed units is released in accordance with a projected deployment schedule for the rest of the year, that information should encourage more investors for the franchises and shares.
If you had the history of the company, the success of 2 multi billion dollar companies partnering with the young company, the continued purchases of territory by successful entrepreneurs and now the generated sales by active robots and the deployment schedule, that's a blue print for taking it the next step.
Not sure if that has been considered, but the number of units is public. So, I would encourage a tentative deployment schedule once it has been decided to issue a press release on the success of the robots generating revenue.
It will demonstrate growth, strength and confidence and that will only attract more qualified franchisees and investors.
I expect new highs to be achieved and more volume as the market awareness expands.
I can appreciate you point of view.
I was one of those shareholders who gradually bought as the price climbed to $10. That was the real pump and dump of this stock.
Back then it was only selling the Fresh and Healthy vending machines and product for those machines. The company was securing locations for the machines and selling the franchise rights.
It was also during the time that First Lady Michelle Obama was promoting healthy, organic foods for school lunches. That had a lot to do with the climb in share price, in my opinion.
Since then, VEND has 2 multi billion dollar companies providing product and manufacturing the robots. Do you honestly believe that those companies would be wasting their time if they weren't more than certain that it was going to be a good move. One with risk, yes, but worth the risk.
Watch the financials for the next 4 months and then come back and let me know if you still are as certain about your forecast as you are at this moment in time.
We shall see.
It's gained twice what it was trading at a few weeks ago.
I hope you will take the time to look at the positive results of recent months and not just the balance sheet.
But if you don't, you will most likely be singing a different tune in the next 6 months.
We are all entitled to our opinions.
VEND is on the way to transforming the industry with their robot.
Think of it like this - they not only bought the rights to the technology but they also OWN the proprietary technology. This means they can modify, improve it based on their need.
They secured a worldwide known company for their product, Dannon Yogurt.
They also secured FLEX to manufacture the robots.
Both Dannon and FLEX are multi billion dollar companies. Do you think that they would waste their time and reputation on doing business with a fly by night start up?
This means that they did their due diligence on VEND. Lawyers and accountants researching the risk versus reward. Both decided to do business.
VEND is rolling out the first of its robots in April, then following each.month thereafter till the orders are fulfilled. What's that mean?
Right now the only revenue has been the deposits for the franchises. Now in addition to selling the franchises, revenue from sales will be coming in.
That means the success that's been achieved over each month for the recent past is going to continue to grow. More revenue will be generated.
Here's a visual example. Imagine you're on top of a hill and you have made a snowball. You let it go and it begins rolling down the hill. As it progresses down the hill it grows in size.
That's where VEND is at right now, at the top of the hill. It's being released.
Self service is being transformed into automated service. Imagine how this technology can be implemented in fast food. No employees, no huge buildings, etc. One robot that can facilitate fast food to perfection. Its on the way. Caliburger has purchased Flippy the robot for $65,000. Watch the YouTube video.
This technology is limitless in its application.
Think about it like this. Cell phones came about for mobile communication. First it was voice calls, then text, then pictures, then email. Now look at how it's not only evolved but how it's impacted society. The majority of the world's population has a cell phone.
If you are looking for the next Microsoft, Apple, Amazon, then you may want to consider your options.
This is my opinion as a shareholder since 2013. I want this stock to fly high and have multiple splits.
I am very pleased with what's going on. Especially the news that came out today with the $23 million dollar contract for LA and Orange County. The entrepreneur sees the potential and is taking it.
Do your research and make your own decision. I am just sharing my opinion.
Go VEND!!