Zerify Inc (ZRFY)

[tthutch]

I also agree. SFOR is in a holding pattern until confirmation of DD is officially disclosed. From there I think the increases will be based on the type of news.

Settlement News

Amounts probably won't be seen until the 10Q. I would expect at that time most,if not all, of the standard debt would be paid off. I honestly don't see SFOR going to the bank with less than 25 million after attorney fees unless some long term licensing is involved.

I also don't expect any kind of share buyback after the first settlement unless proceeds are considerably larger than I expect. The company needs to remain fiscally solvent and not be exposed to the toxic debt they had to take on during the first trial. It almost bankrupted SFOR.

I could see SFOR doing modest buybacks if more settlements of similar levels came in but only if the business model didn't need that cash. Honestly the share structure is fine if you are looking at long term growth. It is only affecting those who are looking at the ever increasing green and wanting thousands upon thousands NOW!

Sales Income

This is the heart of the engine. SFOR needs contracts and sales. The last 10Q showed a modest increase (40%?) but 40% at those levels isn't going to cut it.

We know there is a ton in the pipeline through the outstanding DD of this board but we need time for this to be realized and confirmation of the levels. It will personally be disappointing with less than 100% increase this next 10Q. I am not expecting 700% or anything crazy.

Just need to see revenue increasing as sales efforts pick up. 4-6 months should be plenty of time to start seeing positive results.

Buy Out

Who knows.... drive 70, pull the steering wheel off and chunk it out the window.

Personally I see this @ .02 -.05 with news of a settlement even without knowing the amount. I would add another .01 - .02 if debt is wiped and sales increase 100% or better. Ultimately I see this stock as a .25-.35 value company if revenue hits where it should be with this present share structure.

JMO of course