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tedpeele

03/05/24 9:45 PM

#371 RE: tedpeele #370

https://www.pcmag.com/news/four-companies-control-67-of-the-worlds-cloud-infrastructure

Amazon: 32%
Azure 20% (Microsoft)
Google: 9%
Alibaba 6%

This may be very wrong: but if they receive $13m from each 1% (see last post) and they already have Azure and Google as customers ---- is 10% out of the question?
Apply say 60% margins - that's $13m x 10 = 130m x .60 = 78m/25m shares(w new offering) = $3.12 per share x 20 = $62 per share?

Comments?

From Annual report: Our new product offering, the Cloud, a SaaS solution, which has been deployed on AWS and we plan to continue to be deploy on additional cloud platforms (e.g., Azure, and Google Cloud Platform or GCP, and Oracle Cloud Infrastructure, or OCI) and is a volume-based solutions. Future payments that we will make to cloud platforms and payments we will receive from customers are hard to predict and will be based on different terms and conditions.

https://www.sec.gov/ixviewer/ix.html?doc=/Archives/edgar/data/0001899005/000121390024019243/ea0200393-20f_beamr.htm

Helter Skelter

03/06/24 11:37 AM

#374 RE: tedpeele #370

I might have...we can grab 25% of this (BOX) pretty quick and then add in the booming AI and Machine Learning market opportunities...the sky's the limit! 😺 We soar!

https://companiesmarketcap.com/box/marketcap/

$BMR