Hweb2..SCKT Did you watch the LD Micro webcast? In it they talked about 55K scanners being sold for 2014. That info doesn't do a lot of good without the first 3 Qs of exact scanners sold. Here you go:
"Our worldwide barcode scanner unit sales in 2014 were as follows:
Q1 10,641
Q2 14,127
Q3 14,767"
I've made a point of emphasizing how conservative they have become in their discussions. I can't imagine that 55K is a number they won't be close to. If so, 4th Q is better than people are thinking.
At the LD Micro conference, a long term shareholder I know (who also gives estimates on the company and is on every cc call) said he watched the company's performance and chatted with them after. He hasn't seen them this confident in years. He also agrees with my assessment his number on 4th Q could be low if they did 55K scanners for the year (and his prediction was for $4.6M to his clients).
If you take 2013 to 2014 growth (19K scanners) and add it to 55K scanners to get 2015 numbers, approx 75K scanners, the numbers are unreal for income for a $2 stock. That should just be minimum growth. Remember, expenses will barely go up. They are serious here about getting the balance sheet cleaned up and a NASDAQ listing lined up for the future and that will only come from cash hitting the bottom line. I've heard they were talking confidently to people in 1 on 1s that they see themselves doing over 100K+ scanners/year in time just based on the current trajectory. They will grow as fast as the partners do and won't know exact numbers until they happen, but you can look at historical growth, the increase in the partners, the aggressiveness of those partners, the impact of their new VP for marketing, etc and make projections.
Also----the 8ci is now listed as a scanner on the European Apple stores. Apple reached out to them and has now put 3 of their units on there (only barcode scanners there). It'd be nice if Apple did it for the U.S.
Also---I know Hudson has started to exercise some more warrants recently. No idea on how many, but they are in the picture somehow. Could have something to do with the current price.
