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WallStPirate

10/12/19 9:26 AM

#355 RE: C2142 #354

Tax loss season doesn't concern me for mcloud but I agree that Fridays trading was very odd.

It looks like the mm was taking out stop losses to create large volume with large block buys without rising price. Was this needed to filll a large block order by some large buyer, or was it a controlled selloff of someone getting out? I believe the first the mm taking out stop losses to fill their bag or someone elses.

I reread the last pr a few more times and in it are lots of hints about increasing deals with all assets including.

Windmill they clearly mention Europe (italy in fact )and additional windmills in china with new windmills above original contract.

QSR, banks and malls, all growing across North America and they said additional malls now being readied to be hookup in china and the noted a large savings being achieved with chinese malls already so maybe we hook up all 1000 malls.

They mentioned new 3d glasses being rolled out to new and additional customers.

They also said an additional 100 oil and gas assets coming online, does that mean 100 facilities , individual pumps or what. I am going with the first one 100 things with more than one assets.

Autopro also growing with its regular customers business which should cover expenses while assets are hooked up and we grow.


over 40k assets in recent pr, I say 45 thats approx 15.5 mm in yearly recurring rev.

15.5 x 4 = 62mm + autopro 30mm x 1 = 92mm value / 142mm shares = approx .67 per share, if they show bigger growth or announce bigger deals then it could move to a 5 to 6 x valuation or 130 closer to .95 per share.

Looking down the road with 100k assets 35 x 6 = 210 + 30 = 240 / 140 = 1.50 less the additional dilution we drop to 1.15 but have approx 10mm more cash.

3 years I hope to see 300,000 assets that puts us over the magic 100mm in recurring rev # and then 10 x or 1 billion that is approx 4.50 to 5.5 per share.


Absent a complete fk up or black swan event then they should grow asset care assets at 50% avg per year and considering they have along runway with so many aseets it will accelerate as more learn about it especially the smaller qsr and single tenanted building as well as malls and oil n gas facilities ( everyone should sign up its so cheap and roi is huge ).

I hope they are talking to Simon, PEI and all US reit, a major us reit for a pr and we rocket.



We need some one to write about us on SeekingAlpha to get more eyes.


Good luck all.

By the way I also own apps a nice growing software recurring rev co some may like.

I also have bio's arwr, cats , hrtx , txmd and dyai.

peri is a trade I am hoping for a fast 30 to 40% bounce min downside at this price.