Replies to post #43850 on ((RAIN)) Rainmakers-Island

[westeffer]

Way to early to justify (shareholder interest reflected by 65% insider/Institutional ownership) wants per share at the same the price must not be an insane multiple for MSFT to pay for $4 stock. Even a $2 billion market cap in this sector is peanuts compared to what ANY brings to the MSFT partnership and that would work out to $52 a share. Most of the big shareholders looking for much more.

It seems pretty apparent that the MSFT partnership could crank revenue very fast as it is rolled out. Management has already projected a minimum annual revenue run rate of $160 million in 4th quarter. That was before MSFT announcement so the question is would it kick the projections up to $300 million revenue run rate or even more in 4th quarter? Then we could start to see a more palatable buy out scenario that fits buyers and sellers nicely.

The shorts sure have made it easy to take large positions in a rapidly emerging Company that you are now buying at 1 times gross revenue which should be profitable in 90 to 180 days. What hot sector stock can you pay one times current revenue who has one oif the most powerful members of that sector as a partner. I don't know of anything remotely close in IT/Cloud or especially Biotech. In addition you only have about 38 million shares fully diluted plus Insider/Institutional ownership at 65%. This stock is about to explode IMHO.

[westeffer]

CDRB was pointed on ANY MB which just went public at $5 for 1 million share IPO May 19th and closed Friday at $34.50 on total OS of about 13 million. Here is a software Company with a goal of achieving interoperability of devices that we already have with ANY, plus we containerize/virtualize MSFT in way no one else has yet plus we have unique secure storage capability that reduces server storing costs by 95% in one neat package.

CDRB has a market cap of $450 million in 3 days trading and we have a market cap of $140 million and a revenue rate in that ball park. I bet CDRB has piddling revenue rate by comparison and has a target market we already have mastered along ANY's more well rounded approach to fill gaps in delivery that major players like MSFT need.

It is obvious this is going to be a hot sector when you see MSFT putting a huge commitment behind it and so far no one else has demonstrated the ability to facilitate the ease of interoperability, seamless plug and play virtualization without huge IT investment and lastly a secure, easily retrievable, low cost(lowers costs 95% as compared to servers) secure storage capability to fill any gaps the major players need.