Replies to post #45848 on Verb Technology Company Inc (VERB)

[nooneuser23]

UHD I wholeheartedly agree with the $7 assessment after Oracle PR. I encourage others to look at trading dollars and volumes of other CRM out there today. Compare that to the Fusz volumes and dollars. At least for 24 to 48 hours after Oracle PR I believe we will see triple if not quadruple (minimum) of our most recent best of 5M shares or so traded.

I actually believe we may run right past $7 followed by a correction. At the end of the day its all predictions until it happens. Many variables could crush the run.

Deuces

[ki2002rom]

MOD Tedpeele I recommend this post by UHD should replace your sticky. This post contains very significant information relative to immediate valuation and should be readily available for all new investors and those coming over the next 4 weeks leading up to and after the Oracle Event. The other stickies should remain.

$FUSZ – Oracle ALONE gets us to $7/Share! This Evaluation is based on Oracle to convince 200,000 of their current (Multi-Million) User base to upgrade their accounts to the new Joint Product. This would only be 10% of 2,000,000 users which I believe to be very Conservative.
Conservative Numbers Used for Evaluation:
Shares Outstanding: 160,000,000 (Rounded Up from 152k)
nFusz/Oracle Joint Product Users: 200,000
Price of Oracle Product $15-$25/User: Lowest Price of $15 used to be conservative.
Profit Margin: 70% even though I believe Rory has said it is now expected to be higher than 80%
P/E Ratio: I will use 50 which is well below the Industry Average of 117. See link below

200,000 (users) x $15 = $3,000,000/month (Total Revs)
$3,000,000 x 10%(Oracle’s %) = $300,000 (Oracles Revs)
$3,000,000 - $300,000(Oracles Revs) = $2,700,000/month (nFusz Revs)
$2,700,000 x 12 (months) = $32,400,000 (Annually)
$32,000,000 x 70% (Profit Margin) = $22,680,000 (EBITDA 70% Margins)
$22,680,000 / 160,000,000 (OS) = .14175 Earning per share
.14 (Earnings per Share) x 50 (P/E) = $7/Share

Average P/E is 117 for the industry according to Morning Star
http://financials.morningstar.com/valuation/price-ratio.html?t=CRM

[ki2002rom]

UHD here's an excellent follow-up to you valuation post from another forum and knowledgeable poster whom I highly regard...

Now thats a lot of cake!!! (pun intended)

UHD excellent breakdown! And that's for 1 product- notifiCRM & 1 Deal - Oracle Netsuite.

We have 5 other deals

Service Quest
Streamline Results
dr2marketing
Ignite Visibility
Marketo

Both Marketo a Multibillion dollar company and ServiceQuest are traditional deals and the others being Revenue Sharing for Streamline, dr2marketing, IGNITE Visibility.

Plus 7 other products

notifiAIR
notifiLINKS
notifiWEB
notifiADS
notifiTV
notifiLIVE
notifiID

What's the multiple for being the cutest puppy and the sexist new Tech out there on the market that not only is disrupting every single industry out there, but shattering the way things will be done forever.

And that's just what we know of today.....
Each day nFusz signs another deal or gets closer to announcing another one.
Already in the works, an Asian TelCom Behemoth, 2 of the Nations Leading Real Estate Companies, a huge School Distict, something with an ICO, and more CRM Giants.

In my view we should be at $7 Monday and that still would be grossly undervalued. I say without blinking an eye, our value, what nFusz is worth and its forward potential ...

$20 is fair value for essentially what we know today and its immediate future possibilities.

A year from now when everything has kicked into gear and numbers are rolling in for a few quarters, well that's GOOGLE, DISNEY, NETFLIX, APPLE, FACEBOOK b8dding war Buyout money.

Have a great weekend everyone!

$FUSZ – Oracle ALONE gets us to $7/Share! This Evaluation is based on Oracle to convince 200,000 of their current (Multi-Million) User base to upgrade their accounts to the new Joint Product. This would only be 10% of 2,000,000 users which I believe to be very Conservative.
Conservative Numbers Used for Evaluation:
Shares Outstanding: 160,000,000 (Rounded Up from 152k)
nFusz/Oracle Joint Product Users: 200,000
Price of Oracle Product $15-$25/User: Lowest Price of $15 used to be conservative.
Profit Margin: 70% even though I believe Rory has said it is now expected to be higher than 80%
P/E Ratio: I will use 50 which is well below the Industry Average of 117. See link below

200,000 (users) x $15 = $3,000,000/month (Total Revs)
$3,000,000 x 10%(Oracle’s %) = $300,000 (Oracles Revs)
$3,000,000 - $300,000(Oracles Revs) = $2,700,000/month (nFusz Revs)
$2,700,000 x 12 (months) = $32,400,000 (Annually)
$32,000,000 x 70% (Profit Margin) = $22,680,000 (EBITDA 70% Margins)
$22,680,000 / 160,000,000 (OS) = .14175 Earning per share
.14 (Earnings per Share) x 50 (P/E) = $7/Share

Average P/E is 117 for the industry according to Morning Star
financials.morningstar.com/valuation/price-ratio.html?t=CRM

[Pisstested]

THIS POST SHOULD BE STICKIED!!!

[Noemotionseller]

I like this and find it reasonable and is exactly what I calculated as my EOY goal, with as you say, ORACLE alone! The moderators should sticky this post on top for all new readers to see...as a realistic estimate of this investment. No pumping... just the numbers. Let people decide if it is reasonable

[Phenomaly]

Great post.
Any timeline/deadline(?) for the Oracle PR?
End of April?

[nFUSZmywallet]

This should definitely be stickied, this is a great valuation, for just one deal (a lowball valuation as well, which I like, under promise over deliver). From what Rory said timeline wise I bet Oracle gets 2.0 by Monday, PR possibly Tuesday. I don’t think they’d wait until NetSuite Conference at end of April. I think both parties would want the PR out, we will see

[tedpeele]

Very nice calcs UHD. I was out when requested for the sticky, will be glad to swap out the one I have with any others the board prefers.

[canadiantrader_matt]

Nice calculation UHD