Replies to post #2614 on 5BARz International Inc. (fka BARZ)

[jasonn69]

somewhat MUTED!! their lack of credibility over the years together with massive dilution over the years has contributed to a less than euphoric market reaction. jury still out on this one.

[Favorable1]

I think the PPS tells you what investors think about the financials and the whole PR for that matter.

[Kel Varsen]

I didn't see much to be excited about. Mostly old news (they're still not current) but their ongoing losses and debt are a major concern. Sales dropped (to $2k! What did they sell, 8 ROVRs?). As I've said a few times, I don't see ANY market for the NE and continuing to highlight it in their reports makes me question their other dreams (BarzCoin?). Ìt looks like they did close an office in San Diego. Was that their "Innovation Center"?

[As I See It]

It is difficult to defend management's long struggle over the past many years to commercialize the 5BARz technology. The more important question for shareholders is what kind of a future does the company have. In my opinion, the negativity on this message board is understandable for many reasons, but not for the ones most often mentioned. For instance, there is the criticism that the 3G market, that 5BARz is currently pursuing, is old tech and no longer relevant as 4G and even 5G technology take over the cell phone markets. This criticism is wrong on two fronts. First, the 3G market is still huge and will remain that way, particularly in lesser developed countries, for quite some time.

The Cellular Network extenders developed initially for that market in India are 3G, single band 2100 cellular network extenders targeting a market of 182 million subscribers. The Company is now adding a 3G dual band 2100 and 900 for the market in India. The expansion of those products into the balance of Asia pacific region will increase that target a market by 275 million 3G users.......

The Company has done some preliminary work in the past in Latin America. With the introduction of the 3G dual band

Cellular network extender we will re-enter that market. You will note that the 3G market is relatively stable at 45% of the market of the 650 Million subscriber market, making that a target market for our 3G products of 292 million subscribers.

The second mistaken assumption, by some, is that once 4G completely takes over, our products will end up in the ash heap of history. This misunderstands our technology. The higher frequency signal of 4G has even more difficulty penetrating buildings and other structures than 3G. A Network Extender is even more important for the 4G market than the 3G for getting a good signal to its final destination over that last short but critical distance into the home.

The introduction of the Company’s 4G LTE products in process will focus on the primary area of growth for the market in India, in the coming years, as well as facilitate the introduction of the Company’s products into the North American marketplace.

Then there is this from the 10K regarding the ROVR:

With a mission to provide a smart parental and usage controls, the ability to deep learn the house-hold is greatly enhanced. Since it is enabled with dual back-haul, both for optic fiber and 4G. The router has the capability to combine the backhauls and increase the incoming data throughput. It also has smart switching capabilities between the backhauls. This makes the router always connected. With the unique 4-hour battery back-up it is a router which is always ON. Since it collects all the IoT data, the capture is not just the browsing surfaces, but also the appliance behaviors. And most importantly, the ROVR will have Smart Storage which not only works as a common storage for the home, but also enables any Cloud-Top management of all the Over the Top features that the ISPs (Internet Service Provider) want to roll out as its services.

Snarky comments like this: "Sales dropped (to $2k! What did they sell, 8 ROVRs?)" are just not factual. Though they have been severely constrained by a lack of operating cash 5BARz reported in the 10K the following orders:

ü Jan 2018 – 5BARz India supplies 1000 units of ROVR Ruby to leading broadband operator, 5Barz India ROVR Ruby is well accepted by customer and more Ruby deliveries are requested



ü Sep 2018 - 5Barz India orders an additional 2000 units of ROVR Ruby units for delivery.



ü Oct 2018 - 5Barz India manufacturing of NE with remote management started with manufacturing partner Kaynes


ü Nov 2018 - 5Barz India orders 2000 more ROVR Ruby units delivered to a leading broadband operator and deployment started in over 10 cities

Those numbers are a far cry from $2,000 or 8 units claimed in that recent post.

BY FAR, the most exciting detail in the 10K is the discussion of data mining and the use of blockchain technology. If 5BARz is able to get in front of this wave the long agonizing wait will have been worth every second.

At the core, 5BARz intends to collect data at the home level and aggregate that into 5BARz Data. This data will be collected from the user through an opt-in process by signing an End User License Agreement (EULA). The section on 5BARz Data will detail the type of the data collected and the overall data strategy. Such data collected with the privacy keys and earning keys shall be handled and managed by 5BARz hybrid Data Side Platform & Data Management Platform, which is loaded with deep learning algorithms, and is overall called as the 5BARz Core Platform. This platform will offer itself to the real-time bidding ecosystem of the digital marketing world and also churns out 5BARz Insights which shall be sold to the product, services, market research firms and consulting companies. The strategy of the hybrid platform with deep learning algorithm is discussed in the section 5BARz Core Platform.

I will leave you with one final thought to help you decide whether 5BARz is worth the risk of keeping it in your portfolio.

5BARz Data

Data Monetization is certainly the holy grail of the big-data discussion. Every now & then new sources of data emerge which transform the business landscape. The discovery of new rich data sources and analytics capabilities offer huge potential to the first mover creating Multi-billion-dollar companies.

The last 30 years has seen exponential growth in data monetization, with a select few innovative companies looking well beyond just improving existing business processes with big-data; these organizations have aggressively looked to identify and exploit new data sources & monetization opportunities, creating huge value in a relatively short period of time. The Digital Media giants like Google, Facebook and Twitter have mastered this Data Monetization process. Their entire business model is built on monetizing data.



In the current scenario companies look for Data from a complex network of data sources to enrich decision making. The current eco-system has data-sources providing data on few verticals / dimensions. The ones offering a wider portfolio are the aggregators, where the authenticity of the data is low.



Management believe that the 5BARz business model, is the next big leap in Data Monetization, offering the Richest Source of Data available in the ecosystem.



5BARz DATA, provides insights from Different Dimensions, Diverse Sources, Real-Time data and most importantly Authentic data. The 5BARz data is a one stop-shop solutions, providing the Richest Data Source and promising a future with the most powerful Insights & Analytics to offer across the eco-system.