we'll give up some margin by sharing with our re-sellers but the volume could be tremendous this way . I like your projections with the caution that things usually take longer than we expect . I do however look forward to guidance so we at least have something to go by and I believe what ever guidance they project , it will be low balled and easily attainable. I see very little risk where the share price is now . Really a question of how well we do not if we do well in my opinion . As they say " you pay your money and take your chances .
What will also help, if not take a little longer to materialize, is 100% of Glassware revs will be recurring. Whereas the hardware sales are isolated, Glassware licences will continue to build off the previous high water revenue level.
here is an interesting post from another board showing the relationship b/w P/S and: 1) expectation of rev and earnings growth as reflected in the P/E or PEG ratio assigned by market, 2) profitability as reflected in the expected bottom line profit margin :
The ultimate P/S that the market will assign to Spiffy will thus depend on both factors, perceived growth and profitability, not just on a single factor. Once the market has seen a pattern of growth after a few initial quarters of solid revenue growth (even if profitability has not been reached since most startups may show initially negative or at best spotty earnings eg. TSLA), an equivalent PEG or P/E ratio (similar to that of peer companies in same sector) and profit margin (NM) will be assigned by the market leading to a certain P/S which is equal to (P/E) times (NM). For a high-growth startup company in this space like ANY, I would expect representative P/E ratios of 40-60 and net margins of 25-40% resulting in P/S ratios in the range of 40 x 0.25= 10 (like TSLA or BITA) to 60 x 0.4 = 24 (like BABA or MSFT in 2000), at least in the first few years of explosive growth.
"this is what i will be watching for in 2015... increased revs, improved margins and profitability... if we get them the markets re-evaluation of spiffy will cause it to award increasing p:s"
What would be feel-good to me is for management to say that each quarter in 2015 will be better than the last from a financial perspective.
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