Here’s what I think happens.
After the LTTC deal fell through I think Wilson is looking for a big deal. He is probably looking for revenue from a single acquisition that is more that all of ALPPs current revenue combined. He needs to get into the $100s of millions or more in revenue for Wall Street to even care. He can acquire his way into that even with piling on debt.
Wilson is a turn-around specialist. I found an interview with him the other day which I’d not seen before. He spent 9 years as a turn around specialist. And he’s shown with QCA that he can really make it happen.
So he acquires his way to $100M+ Then he keeps growing QCA profitability, and turns around APF and whatever the new acquisition is. Putting aside VWES, you now have a profitable company with $100M+ revenue. At this point Wall Street will start to notice.
I don’t know what should be done with VWES. If he can fix it, maybe buy a competitor in the same geographical region and make a bigger oil services company. Maybe size is what it takes to be profitable there. Otherwise maybe just dump VWES and move on.
What’s interesting is that in the DSF model, Wilson doesn’t have any stabilizers yet as far as I can tell. He only has Facilitators and Drivers. What he’s turning around is facilitators like QCA and APF. With drivers like EBOS and ALTIA, I’m not sure there’s anything to turn around. Those two need to just start driving.
I’m very excited about SpectrumEBOS. That could be the biggest driver of them all as we’ve said previously. ALTIA I’m not as certain about. But if EBOS is everything I think it could be, ALTIA won’t even matter.
BTW I’m not sure where VWES falls in the DSF model. It doesn’t seem to be a driver, stabilizer or facilitator. Maybe that’s why it needs to go. Although I think VWES gave the team a valuable lesson about dealing with all the different people and personalities involved in an acquisition. The theft, while big for VWES, could be minuscule compared to what might be lost in the future if the team didn’t have that lesson to learn from.
So I think what Wilson is looking for is his first stabilizer. Something with big revenue which needs some ALPP turnaround TLC.
My prediction is that once a big-revenue stabilizer is made profitable, combined with profitable QCA and APF, and the vast possibilities of EBOS, you’ll see this stock hit $1 within days of a net profitable earnings release. And then $2 shortly thereafter. With the low float, even a little excitement this one will move hard and fast.
Then Wilson will start talking about uplisting again. The market will price that in and the stock goes to $4 or $5. Once on the Nasdaq, it’s game on.
BTW when they turn met profitable, if the stock doesn’t move, Wilson will start buying back shares, so either way the stock moves.
So the short answer for me is big stabilizer + EBOS = ridiculous returns
The poor soul who dumped 50k shares at 4 cents today is going to cry.
