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Re: Magnum7419 post# 4863

Tuesday, 11/02/2021 5:28:03 PM

Tuesday, November 02, 2021 5:28:03 PM

Post# of 5416
I'd realign my expectations



I don't think revenues are the key metric for the stock near term. It's about expanding the user base and then revenues will follow over time.

In my view, it's much more about partnerships and expanding access at this point. BKKT added 40 pts (at the peak) to its stock price (over $10bn in market value) based on two partnerships. Granted, those deals were with industry behemoths, but that gives you an idea of the importance of partnerships to fintech investors.

I am a little puzzled that the pace of announcements has been so slow after the shareholder meeting. I would have figured they'd have much more to say. I hope the last two months of the year are better.
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