Replies to post #139030 on Verb Technology Company Inc (VERB)

[Cynomus]

Spot on. While there IS apparent dilution, all else being equal (which it's not), they are selling shares equal to the amount of the acquisition, thereby a neutral market cap. However, there are more factors at play, including warrants. Therefore the net value is obfuscated.

[yerboss]

All good points. I am surprised anyone with money to invest, having done DD on Verb, would buy into lies like that. There is no single thing that could possibly be used to support such subterfuge.

[TenKay]

The doubling of the OS is occurring for about $14 million a year in revenue from Sound Concepts which is their current run rate...which has been flat.

At the current pps a fully diluted OS equates to a market cap of over $200 million. That is a price to sales ratio of close to 15 ... which is ridiculous ... which is why the offering is at less than $4.

Nasdaq will bring some reality back to the current pps..

[tedpeele]

Growth is the issue. SC revs are not growing much at all. "Digital revs" are growing but it's not entirely clear what those are and whether they do more than displace non-digital revenues.

Until the growth is quantified and clarified so that it is far more predictable than it currently is, the uncertainty is likely to keep growth investors at the institutions in a 'wait and see' mode IMO.

And unless something major happens to change the growth picture before there is large dilution of the shares, the stock will be highly vulnerable to selling that could devour any buying by those that look for growth.

IF we really knew that 'tier1' investors weren't going to quickly take massive profits and dump millions of shares into the market in the coming days that could be offset by 'growth-oriented' institutional buyers, that would be great, but unfortunately we don't know that and common sense argues against it.