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Re: Master-of-Disaster post# 88186

Wednesday, 08/02/2017 2:33:24 PM

Wednesday, August 02, 2017 2:33:24 PM

Post# of 112680
Yes. The projections bubba and I are referring to were for onhe.

Your question required me to do some quick dd to refresh my memory a bit. To answer your question, my 3m is actually for the quarter based on what mcig has communicated. Anything less is a big miss...imo, especially considering the market cap. I'm long and I'm saying this. It's not a big position though, but I'm not some paid short setting up this expectation.

Your post reminded me that this is a 10k, and therefore my projection could cause confusion, so I'll give a fy projection for the big picture, and to make it easier when the 10k is filed.

According to the q3 10q, for the quarter, they recorded 1.36m and 2.24 for the 9 months. That puts my fy10 expectation at 5.24m for the fiscal year.

I was focused more on the quarter as current to date revenue comes no where close you justifying the market cap, but if you focus on their quarterly earnings you can get a better picture of where they might be headed. In this case, they did have a big increase in q3, but I think q4 needs to be minimum 3m to show they are on a growth trajectory that will get the forward looking earnings on pace with where they are trading in very short order. Anything north of my number would be a big plus.

I hope this was helpful and my phone didn't auto correct anything I didn't catch that turns my post into gibberish.