Replies to post #1590 on Validian Corp (fka VLDI)

[CaptainRicci]

"The cybersecurity market is in the early innings of a massive growth opportunity," said FBR Capital Markets analyst Daniel Ives. "There are many innovative private security vendors. Tech investors' eyes are glued to who has the 'magic solution.'"

[Surwin]

Excellent article and it is worth making a few points from it:

Shares of publicly traded cybersecurity firms have outperformed the market in recent months, as high-profile data breaches at Sony Corp, JPMorgan Chase & Co and Anthem Inc prompt businesses to spend more to secure their computer networks.

So cyber security companies already public are out performing the market. Interesting since VLDI is falling behind. There is very little public/market awareness because no one is going to recommend a company without a proven track record of technology and revenue growth.

"The cybersecurity market is in the early innings of a massive growth opportunity," said FBR Capital Markets analyst Daniel Ives. "

There are many start-up companies in the private sector waiting to go public. Boston-based Rapid7 has more than 3,500 customers, including Amazon.com Inc, American Express Co and Bank of America Corp. Mimecast has 10,000 customers, revenue rose 30 percent in 2014 to $88.4 million. LogRhythm Inc provides technology to help companies monitor activity across their networks.

All three companies are planning to sell shares to the public and seeking valuations in excess of $1 billion, according to people familiar with the matter, who declined to be identified because the plans are not yet public.

Here is the main concern these companies have not been spending 15+ years developing a product. They have revenue producing products and they are growing revenues. The first mover advantage of VLDI is quickly a window that maybe closing. VLDI still appears to have better technology from what I have read, but why then in a short period of time have these few competitor been able to gain a leg up with the signing of some major named clients? Oh btw way they now better watch out for hacker attacks now that they have mentioned their clients!

The good news is that VLDI could easily be worth $1.00-2.00 per share if they were private and going public and if we had some major clients and revenue growth. But VLDI needs to move fast because I believe the space will quickly become very crowded.

According to FBR's Ives, emerging cybersecurity companies could earn a combined annual revenue of $15 billion to $20 billion in three years. That excludes the slower growing but larger market for traditional cybersecurity technology, such as anti-virus software

The Market is huge and growing, so there is room for competitors, but I still believe that VLDI could come into focus it they just land some major revenue producing clients and they provide outstanding reviews.

The point is, if VLDI's product does what they say it does VLDI could easily explode in stock price, but for that to happen revenue and product testimonials are required now in order to get Wall Street's attention. With all these start-up private companies going public, attention will be quickly focused on them. VLDI has the opportunity as being already public to move in the forefront of the market, if it can land the clients and prove exponential growth. JMO