Verus International Inc (VRUS)

[Shinook99]

Rhyno - i want to build off of DVoks post.

He's right, the market cap was a little inflated when you bought in - don't get me wrong what everyone is saying is 1000% true and i have no doubt that VRUS is going to rebound then grow exponentially. But, what i think has happened - besides some manipulation - is that it has settled back at a more reasonable market cap.

When you bought in we were trading at about a 16x multiplier based on revenue. It looks like the market is valuing us at between a 7x-8x multiplier. This is reasonable tbh - once again, not to plug him yet again, but IR Mark told us in one of his emails that these CPG food stocks are valued between 3x-12x. So, we were inflated when you bought.

It does not mean we won't get back there or that our multiplier based on M/A etc can't be 16x...its just not where investors have us valued.

Lesson here, unless there is M/As that come thru is that when they release next Qs earnings, look for that valuation of a 7x-8x b/c that's when you should think about buying again (other than right now b/c this is where it should be trading).

When they release the next earnings and lets just say they post revenue - nothing else game changing happens- when we are trading at a multiple of 16, 18, 24x...you know (if you wanted to flip or take a little out) that might be a good selling point...then wait for it to settle back down to its past valuation 7x-8x or maybe a little higher.

Again, this is just if nothing game changing comes thru - a huge contract, M/A, Garnock invests more, another large investor, partnership, etc.

If I had more dry powder i would be buying right now - i am locked in at a much lower price, but i have bought a few on the run up in the last months. My next paycheck if we are still in this range, you can best believe i'm buying b/c you know we are going back to .04 for sure...so its an easy double from here.