Verus International Inc (VRUS)

[asymmReturns]

This company is a startup. It just happens to be publicly traded.

Once the spinout is complete and Verus is trading separately, it's important to be patient. Revenues will ramp steadily, but never as quickly as people hope and that's okay. Timelines for startups are longer than people on this board—for the most part—are talking about. Keep that in mind. My main reason for even reading it is the resources people share and that sort of thing. Assuming Verus scales its working capital over the next couple of quarters, I think we'll see a slow, steady growth for the next few years.

Startups—public or private—are long-term horizon investments. There is more risk right now, but if you believe in the opportunity, several years of time has the potential to pay off handsomely for that risk. Personally, I think they are positioned pretty well. It's all about working capital now.