Strake Inc (SRKE)

[Dan Simmons]

A rapid growth company would be spending money on inventory.

They say they maintain about $400,000. Never mention how many times they turn that inventory each quarter.

Can their supply chain keep up with all this demand? Where are these products being made? Who makes them? Why is there just one twitter account getting paid for with stock talking about this company from time to time? None of the other 30,000 sales reps have twitter accounts trying to sell this stuff?

Then they claim to be expanding all over the world but the inentory they hold to support all this expansion has remained the same?

They are spending plenty on prefessional and consulting fees. You can't resell professional fees.

These guys claimed to be seasoned vets at this business.

It takes a month to get an order in the US but they claim to have inventory here ready to ship? Does Chinaza walk over to your house with your order?

The bottom line is these guys are storytellers. You can get away with it when you are a street hustler. (ask Chinaza) But not when you are a publicly held company. There are just too many eyes on you and too many people willing too talk about what they see behind the scenes.