Verus International Inc (VRUS)

[asymmReturns]

Big unknowns that are on my mind:

1. Current growth rate of revenues quarter over quarter
2. Credit growth rate in future quarters

These are the hardest things to model out to me. #2 will be driven by execution on #1 and management of current line (I think Chris has got this). If they can scale this LoC and potentially other revolvers quickly, that's catalyst that will move the growth bottleneck to their ability to effectively put product into channels.

I really like the setup here, to be honest. I just have no idea how to guesstimate their ability to grow #2, but at least we're going to start to see #1 take shape in the near term.