We know the size of the two acquisitions coming this year will be $10-30M and likely profitable, so like that one guy from Microcap Research said here JN is looking for smart acquisitions that give instant added value to shareholders. Even with only 50% organic growth a couple $20M rev profitable acquisitions this year suddenly adds $60M to market cap over the next year instantly.
I would think with all that cash JN and TW would be paying for these companies with mostly cash and giving huge stock bonus incentives for revenue and profit milestones or something like that, but we'll see.
Even with a little dilution, if the return on that dilution is a 100% increase in market cap, seems like a good investment.
Historically, the annotated chart shows beyond a doubt the pps pops BIG with acquisition announcements because of the anticipated added revenues. And the next acquisitions from here on will be bigger than Sunworks and MD combined (size at time of each's acquisition). So pps should get a pretty good pop from giant profitable acquisition announcements adding instant shareholder value and instantly doubling market cap.
I do agree Q2 will be huge like last year because it's first quarter with combined MD revenue and we should be getting over $10M a quarter at that point.
We'll see. Tracy Welch and JN are a pretty impressive acquisition team.
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