Wednesday, May 01, 2019 1:01:42 PM
It’s time for the rubber to meet the road. Wilson says Q1 is really close to net profitable. I hope we see all the subs individually net profitable, and it’s just a touch of administrative expense preventing them from crossing into the black.
If that’s the case it will show proof of concept that they can optimize and sustain QCA, optimize APF, and that MSM was just a damn good buy.
If we see something like that, I suspect we’ll see a bump in share price. Then if he can get into the black in Q2 (or at least in 2019) we’ll see .35 to .50 really quickly.
The one thing which I think might “hide” the success from new investors is if they have a new acquisition which pushes them net back into the red because it hasn’t been optimized. I hope Wilson keeps his segment reporting clear so we can see individual subs turning net profitable, and doesn’t start grouping new subs with established subs.
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