Verb Technology Company Inc (VERB)

[jeremyblack]

I dont spend a lot of time on these boards; I use them to supplement my own due diligence as every now and then i find some useful content. However, the trend i see on all boards is the way dilution is perceived.

ALL equity offerings, at any stage, are dilutive. A better metric to watch is EPS or in earlier stage deals, RPS.

Investors, like yourself, have a cost basis and typically do not sell below it.

One characteristic of Kodiak deal that jumps out is the potential accretive structure or "less dilutive" optionality the co has; they can wake up on any given day and take advantage of a rising market ie news send stock to .30 and they raise cash at 20% discount ie $0.24 vs having sold prior to release at say .08.

Point is, all start ups need $$$; id rather a co sell equity in a deal they control timing vs doing a note that is convertible at anytime outside of cos control ie company can control dilution by deciding if and when they want to sell and if s better option comes along they just pay a 5% option premium.

My two cents