I get where you are coming from, but I think there are many things we must consider as well.
For example, investors speculate. That is part of their nature. What do they want to invest in? Do they want something really steady? Are they willing to take risks? There are different things that help the investor speculate on how the stock is going to behave in either of those scenarios.
Now, when we consider investing in AMFE we do so because we believe that there is a huge possibility for growth. Why? Because we foresee many catalysts taking place which may have a huge impact on the PPS.
These catalysts are:
1. The audits
2. Uplist / dividend
3. Release of financial statements
4. Opening more locations
5. Distribution deals
6. Publishing
Those are mostly based on Snakes&Lattes but we can also consider the possibility of:
7. GROZONE news
8. NSI news
9. Possible new acquisition
Now, if we study these catalysts we see that, while there are definitely some things which will happen short term (up list, dividend, release of financial statements), most of the catalysts are actually long term.
For example, yes the opening of Tempe will be huge, but we might not see the full impact that it has on the bottom line until at least 12 months have passed, when we can see how it has done in a full year (btw I hope we get some analysis from the company as to the impact of Midtown)
Franchising will be huge for us, but by necessity that will take some time. I know we might be a bit impatient, but we should not forget where we came from and how much we have actually advanced in what, less than 2 years under Roger? Guys, let’s not forget that by this time next year Snakes&Lattes is projected to have 9-10 locations...and that is not even franchises, those are JV. I know that we all want to have 100 locations, but a journey of a 1,000 miles begins with a single step.
Distribution is another thing that is a key aspect of our business, but much of the work that happens in that branch happens behind the scenes, and again, we ARE seeing progress. Don’t forget that recently a PR was issued where we got EXCLUSIVE RIGHTS on an entire product line. Guys, thats huge. And the same thing will happen on the US. That is the business that we own. Yes guys, we actually own an ACTUAL business.
Publishing. Another huge one. I know we have beaten this horse to death, but this will continue to be important until proven otherwise. Things to look for here:
1. Release of the product
2. Sales/distribution of the product
We are expecting the games to finish production in time for this holiday season. How will they sell? Will they be a hit? Even if they are not, will the profit margins be large enough to make it worthwhile? There is a lot to look for here, but again, the odds of the game doing well are pretty darn good, just because Snakes is what it is, and they are pretty good at what they do.
To wrap things up, this is me just basically saying we should always try to look at the bigger picture...because there IS a bigger picture to look at here. The big picture is so large that the price action of the stock from its conception up until this moment pales in comparison to what the price action can be in the future.
In my opinion the most important question we should ask ourselves, as investors is : how much money can this business actually make? Consider that up until this moment Snakes is set to generate nearly 15 million dollars. They have already (without Q4 ) made 11 mill. This is without Tempe; without the exclusivity of the entire product line; without the other JVs that will open in the US; without publishing; without distribution in the US (which will be our next big step)...
Guys, what if 1 of the games released by Morning is a hit?
What if several of the games sell moderately well?
What if distribution takes off?
What if franchising takes off?
How much money are we set to make...in what ALREADY is a BILLION dollar industry?
