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Re: bluesky70 post# 180401

Tuesday, 06/22/2021 2:08:18 PM

Tuesday, June 22, 2021 2:08:18 PM

Post# of 191930
In the case of Paylocity, it seems they might have taken a competitor off the market for Verb, not sure.

My only concern on a buyout is how it will hit longs, yes the stock price would likely jump, but not typically the 10x needed, for so many longs, just to break even. Better would be if Rory just delivered on the time line promised, and the results exceeded expectations occasionally. Every time he has touted success, the FINs come out and the enthusiasm is exposed as optimistic liberty. The latest claims of new clients come with many estimates (by outsiders) of their value to Verb, but not once have lived up to those expectations. All it would take is meeting expectations one time for this to gain real traction. Instead of saying simply 40 new customs, maybe include, "netting an extra $5M a month", and that's the rocket fuel promised. Of course you have to actually be netting the stated amount by quarter's end... The endless string of missed delivery dates, that align with real market windows of opportunity, is getting old. At some point 5h1+ or get off the pot.
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