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Saturday, 11/19/2016 9:48:57 PM

Saturday, November 19, 2016 9:48:57 PM

Post# of 558

Itwaru vs. Speigel Snap CEO? Guru or out of his League
It begs to be seen if Snapchat current revenues wil be able justify the earnings multiple that they will demand when they go public. What I do know is that once Peeks finishes onboarding the ~75mm inherited users from Keek and organic growth is accounted for (6000 users/day as per last PR), KEK will have a quantifiable and verifiable revenues. What the Average Revenue Per User (ARPU) will be is anyones guess, but I expect something significantly higher than the current encumbangts (FB,SC,Instagram).

Once US markets see what we have on our hands and grasp the enormity of the IP that Itwaru has created, a NASDAQ listing would propel this stock to a level I wont quantify in a public forum.

Considering SC valuation of 25B with 70% going to Personas, we are left with 7.5B USD as a relative valuation. 10.125B CAD/share of KEK (~55mm fully diluted) = $184 CAD

Silly numbers right? Its gets even crazier when I multiply that number by my actual holdings. Now I'm not implying that is or should be our current valuation, but I among many other posters here do use Snapchat as a comparable social media company in order to establish some kind of barometer for a valuation.

Now with the coming arrival of 'offer box' as its been described on this board is what will set this company apart from the social media companies and create a social commerce vertical. The social commerce vertical is completely new and untested. What we can gather is that e-commerce market which Banx pointed out in earlier post (according to a link) is worth US$ 22 trillion is where the TRULY PHENOMENAL potential for KEK lies. I argue that comparing KEK to Snapchat is a waste of time. I believe the true potential for KEK lies in the commerce aspect that it ads to social interaction of social media.

What if I told you the true comparison is to Amazon (300B). What we have on our hands is the democritization of commerce. Everyone's personal social media channel is now commerce enabled -- both in realtime and in past broadcasts. The potential here for an aquistion by FB to enhance the monetization capabilities of their ~1.7 billion users is nothing to be sneered at. What this could add to their bottom line could increase their market cap by $100B +.

My parting thoughts as i depart on a business trip on which I will have no internet access for the coming week: Rome wasn't built in a day. Itwaru sees the battle field infront of him and is marshalling his forces for a full frontal assault on the current static Pieces (FB, SC, Amazon, Ebay?)
I will travel and rest assured that we are only getting started here and that whether the stock is $2-3 dollars by next weekend or more or less, I've got cheap seats to what is shaping up to be (and already has been) a tool of unprecedented wealth creation.

Enjoy the ride and see you all next week!

SPsniper!

Read more at http://www.stockhouse.com/companies/bullboard?symbol=v.kek&postid=25485014#atP7QTU8bUo9BMCT.99