Solar Integrated Roofing Corp (SIRC)

[Mr muse]

Potentially $50 million in sales in Q3. That’s over $15MM per month. Sales reps making 6 figures per quarter selling their butts off. Opening new cities in CA and FL growing sales quickly.

50MM per quarter or 15MM per month versus 2MM per month 1 year ago. That means TTM revenue goes up 13MM per month.

That’s a potential stock price increase of $0.16 to 0.32 per month. Sustainable based on revenue.

We’re right about 5x multiple on the TTM now, down a little from that. As historical revenue is posted and we become profitable each quarter, growth numbers are even more able to find the top end of the track.

From $0.52 to 0.68 for end of September is totally acceptable. And sustainable.

This could run at any time, but if it runs hot and comes back in line, just keep charting the valuation trend. Increase it as sales increase each month.

I’m not trading this one, just holding on now for the ride. Expectations of $1.27 by end of year on the low end. Anything could happen on the high end. Valuations are just a guess, but based on educational inputs. Industry valuations and price to sales multiples, and historical research of companies and how price is elevated on fast growth companies.

My numbers are conservative because I do believe demand pressure is coming for the cheap shares. Once we hit $0.75 if it is tomorrow, I expect it to go up and down for a while before more revenue reports come out.

These are just opinions. Yours are just as valid as mine.