Haven't posted in a bit - want to give me legit take on the situation here.
Coachshot is correct on 2 fronts:
1.) VRUS won't/isn't moving on news anymore.
2.) We are being penalized b/c we are legit OTC company.
I feel like everyone missed the signal through all the noise in the last week while we sold off to the .014ish area. On monday, VRUS releases a monster PR that shows a detailed 5 year plan for a path to 400M in revenue with a 20% net margin -- that's 100 millys in profit if you don't have a calculator out! Not to mention on this path to 400M in revenue, it required ZERO dilution and its performance based, meaning US shareholders took no collateral damage or risk from this deal. If they perform VRUS is generating half-a-billion in revenue, if they don't or they don't perform up to the business plan then we have lost nothing.
So, lets disregard any multiplier at this point and go straight off the business plan - without any adjustments to the share structure this deal alone puts us trading in the 20 cent range. Now, you factor in the french fry deal, and BLF and we are firmly at the half billion range and possibly at the 3/4 billion range....so 30-35 cents???
Okay now i'm going to hit yall with a little info from Mark in an email i sent him on Tuesday:
"Nutribrands is part branded product company, part distributor, but it is Brazil based. Most of the product is sourced in the U.S. They needed funds to really expand, so Verus's new revolver can be used to kick up their growth rate. In particular, the Vivamil energy shot (which is the leading five-hour-energy type product in Brazil) has tremendous potential. This was just one of multiple deals in work. As mentioned in the last call, Verus had more than one late stage M&A deal in play."
So key take aways here:
1.) Nutribrand just needed VRUS to provide capital to ramp up sales - meaning they probably already have contracts, agreements, and demand -- simply put, the revenues are coming.
2.)Vivamil = 5 hour energy for Brazil. Let that sink in. Every gas station, every grocery store. I will also provide this snippet of research:
"Brazil’s energy drink market was valued at USD 2.23 billion in 2017 and the market is expected to register a CAGR of 9.4% during the forecast period, (2018-2023)"
We capture 1% that's $23M a year.....
They also produce "Stacker 2" -- which you have seen "Stacker" in gas stations in the US right next to the cash register.
Last, but not least, Garnock is involved in a Nutraceutical business (Disruption Labs) that we have all wondered 24/7 how it ties into VRUS....THEN... lol...VRUS goes and negotiates a deal for a controlling interest in a INTERNATIONAL NUTRACEUTICAL business and people have spent the past week worried.....??? This was the deal we have been waiting months and months for and NO ONE IS FOCUSED ON IT!!!! They are worried about MONAKER.
3.) Most of the product is sourced in the US. To me this is huge from Mark -- if Nutribrands sources their products from the US that means they are produced in manufacturing facilities that meet ISO, FDA, etc etc requirements. Meaning - VRUS can help grow this partnership and help this Brazilian company expand further into the US market b/c the products ALREADY meet the requirements to be sold here -- inspection, testing etc. It would be more difficult if they were produced in a South American factory...trying to get into the US.
4.) "VRUS had more than 1 late stage acquisition in play" -- to me, he's basically saying, stay tuned...there is more to come.... is there anything else that needs to be said????
----- Okay --- Now take all of that goodness and lets talk about what Coachshot was saying. VRUS is not moving on news anymore - its not because the news isn't amazing! I just spent the first part of this post showing you that VRUS -in the coming years- has already set themselves up to generating a half a billion to a billion dollars of revenue. VRUS is going to move on results - which are quarter over quarter execution. In this way, we are being penalized for not being some hyped company...the SP will grow exponentially as quarterly results and 10Ks are filed.
I guess the point of all of this is that here we sit at .015, but Anshu has already provided a detailed and basically RISK FREE path to a billion dollar company --- said in a different way -- the PRs that have already come out put this trading at .30-.45...so you have free money staring you in the face.
Then the last part -- its all about execution. What I would say is that do you think Anshu has crafted these PERFORMANCE BASED deals without giving away equity (dilution) for VRUS not to execute?? All the parties involved are incentivized to do just that -- execute. If they don't execute and succeed then they don't get PAID! That is a huge bargaining chip and its what the best companies do correctly!
Last part I'll address is the Monaker part. Okay Monaker is selling their shares b/c they need cash flow b/c the want to launch a product. Great, they have 100m shares. Ummmm.....GARNOCK OWNS 1 BILLION SHARES. Okay, go back...read that again. You are worried about a failing company liquidating 1/10th of Garnocks position???? Let me try this a different way....YOU DON'T BUY 1 BILLION SHARES TO SELL THEM at .01, .015, .02 ....there is something else going on here and its real. If you dont think its real or need a reminder read the above post again, go read all the DD again...see if it all points in the same direction.
My business school statistics prof would always say - "there are no coincidences in life." His example, bumping into someone you know at a store -- people are like its a coincidence! When you do the math the actual probability is like 25% or something...so no coincidence in life.
Okay so do the probability here of a very successful dude owning 1 Billion shares in a company that is being laid out and crafted to be 100% legit, with big board fundamentals, extremely successful leaders, and big board resources, taking all the proper steps to facilitate business (LOCs, Credit Insurance etc)....acquiring companies via zero dilution, with performance based-sound business plans, with turn-key products, in the largest growing markets in the world (Middle East, Brazil, Ice Cream, CBD, Nutraceuticals).....NONE of this is a coincidence.
The shares you are looking at right now seem to be worth .015 - in all actuality they are already worth 20x-30x that if you are -like Mark said- able to read between the lines....or just read the damn lines themselves.
Accumulate everything you can within reason based on your own financial status and sit patiently for the quarterly filings - like Coachshot said - because this is a real company and they only reason we arent trading where we should be is b/c the OTC is a hype machine. However, the fact remains, this company and all of the "COINCIDENCES" will make it to the big boards based on fundamental in time......JUST SIT BACK FOR THE RIDE.
I'm out!
