A few positive signs:
*Full-time headcount seems to be growing (from 59 to 86)
*Revenue growth and better gross margins and net income margins (although still nothing to really change the valuation at this point)
*DPPA continuing to grow given the ecosystem value of its members to BigT
*Hopefully, the lack of announcements is intentional to coincide with S-1 approval/no action and ticker change.
A few head-scratchers and questions:
*Was hoping to see the crypto or data value link in the S-1 directly similar to their special "tracking share" in the prior SRAX S-1 re BigT. Although this doesn't mean there is not a crypto element, what structural and legal steps would we need to see that direct tie-in?
*Whatever happened to those BigT tokens appearing on those crypto exchanges?
*Again, I wouldn't overly infer from risk factors, but they are now writing direct risk factors about the inconsistency of the market cap being larger than SRAX, itself (see section title: "We may have difficulty in retaining employees given our current stock price, market capitalization, and the terms of our equity compensation plans.")
*At some point soon, they do need to communicate to shareholders what is going on -- especially with the firing of Lou and future trajectory of the company.
