InvestorsHub Logo

Alley-oop

05/11/19 3:15 PM

#84466 RE: chiflow #84451

Very detail and nice post. Thanks for explaining in very detail manner.

This is a very good DD.

SooS416

05/11/19 3:49 PM

#84469 RE: chiflow #84451

The idea of a buy back makes little sense, if they had the money why wouldn't Rotmans loan VYST money instead of issuing 100M shares for $65k in consulting costs.

Go-Gold

05/11/19 4:09 PM

#84470 RE: chiflow #84451

Nice post , I think the NOL is not 31 million , it's more like 18.6 million. VYST is undervalued and will come around when all the news comes out! Investment grade , mega growth is what we have here!

Catpole

05/11/19 5:04 PM

#84477 RE: chiflow #84451

Great analysis and fits into mine as well. I never make predictions but I can certainly agree with yours. Thank you !

Bosox8

05/11/19 5:09 PM

#84478 RE: chiflow #84451

Job well done thank you

GiFi

05/11/19 5:54 PM

#84481 RE: chiflow #84451

Quote:

"A stickied post used these numbers to value Rotman's at $5-$7..granted o/s was 250M so adjusted $1.25-$1.75)."



Mind you that the company executives plus their friends and family own about 80% of the 700,000,000 OS. That is considering and understanding that 300,000,000 shares are in dispute because EMA and Crown Bridge and possibly others over converted. So those 300,000,000 shares could at some point get bought back and returned back to VYST.

The beauty here is that anyone can add all the Form 4's and confirm that these executives have been buying shares for about 10 years and have not sold. Also, in order for them to sell, they have to file with the SEC first and they can only sell a small percentage every quarter, no different than the same rules that CEO's have to follow.

VYST will hit a minimum of $2 being extremely conservative. Now if it is true that more acquisitions as big if not bigger than Rotmans will follow, we will pop beyond $5 plus.

stervc

05/13/19 6:43 AM

#84600 RE: chiflow #84451

Huge VYST Understanding... courtesy of chiflow...

All should read and understand this VYST post courtesy of chiflow:


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=148754719
PPS post merger is always difficult to predict. As we saw, VYST ran to .158 back in February and from the filings we learn the O/S was roughly the same then as it is now.

From the Twitter

"Outstanding Shares Update. Balance as of today same as posted in the prior 10K, plus an additional 666,667 shares were issues at .15 for a total of $100,000 USD. This was a straight equity purchase no conversion features or warrants associated with the transaction."

That being said, the recent decline is due to the time delay and the lower price has flippers leave and weak hands fold. We are hitting a massive support right now, a support (.04) that was hit March 1 following the first initial skyrocketing and rebounded to .09 on March 5, showing how quick VYST moves.

Equity investors have bought in at .15 and are clearly expecting a much higher pps as they bank on their return.

From my understanding the O/S will be lower than we think and definitively lower than the last Fins show.
"Many questions on the buyback; we were able to do a small amount (in relation to 250M planned buyback), in Q1. We are looking at investment banking relationships in the next month & we believe they will be able to perform this task for us."
Once a formal arrangement is made, (I understand they are talking to JP Morgan), this guy will really fly. Plus Rotmans tens of millions will be free to use for buyback.

Right now, Rotmans makes $35M a year on a 19% Net Profit Margin and has a warehouse of 344,000 sq feet loaded with inventory. (I expect past years to be millions more as $35 shows decline in B&M; outside sources previously listed Rotmans in the $50-$100M category... https://www.manta.com/c/mtkzhz5/rotmans-furniture)
Most likely the inventory and assets on hand from past sales with be worth tens of millions. Additionally, the combined company will allow Rotman's to save taxes to the tune of $31.3M in Tax NOL's.
A stickied post used these numbers to value Rotman's at $5-$7..granted o/s was 250M so adjusted $1.25-$1.75).

My calculation will be consider all of these factors as well as the numbers provided by the 10k. However, trading is rarely rational and I expect serious ballooning past book value.

Rotman's has explained they are NASDAQ minded and desire to uplist in the ST. In addition to the merger announcement, I expect many more details to be announced over a steady parade of PRs. I am particularly interested in FEC news, vytex news as well as buyback news. These releases will be new to the market and will create the buying frenzy to drive the price past expectations.

The Play: On finalized Merger, stock will be gapped past .15 and continue to run past $1 towards $2. From there I expect PR's to increase market expectations and appetites over the following month. It's not just what Rotmans has and provides but the future provided by Vytex and FEC. This delay has has given their deals time to take shape and become finalized into POs, creating a perfect storm. Also, these deals are not public information and their release will heighten expectations. I am weary of putting a number on VYST as I do not know what is to come but my expectations are leaning towards multiple dollars.


v/r
Sterling

doogdilinger

05/13/19 8:16 AM

#84639 RE: chiflow #84451

Beautiful post chiflow, and I keep saying it because VYST's growth by acquisition Holdings Company biz model calls for it, and that is, no-one has ever once said/stated that Rotmans is suddenly or abruptly going to somehow be the last accretive asset or company acquisition in the immediate pipeline either right!

And if anything, the final key foundational Rotmans acquisition building block upon us is just that, a finaly key "leverageable" building block which all the behind the scenes insider executives involved will be utilizing to implement their entire next phase of operations, which could very well include additional targeted acquisitions already heading down the pike over & above the FEC and Rotmans closings upon us right!

So whenever anyone tries telling us that Rotmans isn't relevant, they're clearly not even remotely factoring in VYST's Holdings Company growth by acquisition model, nor considering how many targeted accretive acquisitions could be heading down the pike ALL summer long as VYST starts propelling through a massive commercialization era not seen often on any OTC play choo-choo:)