Replies to post #116820 on Verus International Inc (VRUS)

[Shinook99]

Renegade - awesome post and I think we’ll thought out and written. My question to you is about the last part of your post. What is valuation and SP that you have for VRUS right now?

I agree with you about guidance. I find VRUS guidance is good, yet vague at the same time. They guide to thing then deliver - so good on them! But, at the same time they are not guiding to anything rock solid that investors can really latch on too right now.

[asymmReturns]

Your point for #2 is spot on.

We keep hearing "triple digit growth" which I've always assumed to be year over year (but I'm not sure most of the people owning VRUS do), but 999% (10x) is also "triple digit" — I think people read "triple" and cling onto that like they are going to see some unnatural growth rates. This isn't a software company - takes time to get products into new channels and on shelves. So yes I agree. They need to be very specific about their guidance so it doesn't unnecessarily drive volatility in the market. I'm okay with growth, but it's pretty easy to "140-175% year over year revenue growth" for example, or to your point, pretty easy to just give a revenue range and let us do the math ourselves as far as growth rates.