Solar Integrated Roofing Corp (SIRC)

[Mr muse]

Don’t get me wrong, I have seen what they have put together, and I expect multiple people looked at this deal before it was made. If there is any surprises, I am sure it will be discussed internally. If everything was on the table and they made this deal, I expect there are reasons they believe they will not be impacted by the stipulation in the restraining order.

Even though I did not expect something controversial to come up this week, it happens. And when it does, until it is cleared it will take revenue numbers and growth to quell some of the fears. That may be 2 quarterly reports away. Hopefully one comes this week, and hopefully we get more news and PR where possible. If this is possible to go to court they can’t say much anyway. So we just have to wait for it.

We all know that revenue numbers should be coming out soon. We know EV will take some time to really grow like it should. So I’m still sticking with $125MM revenue as my estimates and expectations until I see clear revenue numbers and details in reports that tell me otherwise.

At $125MM revenue and 400MM shares a 4x multiple is $1.50 which would be good for my numbers. And I think they should get that as the dust settles.

In 2 years I expect $200MM revenue. And expect $3.00 to be hit. So for anyone staying long term, whatever happens with this in the short term will be forgotten as they make $$$

Money and profits and cash flow are the only things that matter.

If they get to positive cash flow and build to profitable status, all will be okay over time.