What would you guess the rational for a news blockout strategy? What is current thinking on up listing? If they uplist would they not have to be more transparent as reporting standards will increase.
With hundreds of systems installed what would you project annual revenues per system for maint, new software, and accessories to average? - at 10% (seems low to me since most computer systems are priced at around 25% of list price for annual support) of average sale price of a system maybe $10,000 per year or about $2M per year should be possible if a single person was focused on farming of the installed base.
Then how many distributors are there? - maybe 6 decent ones - each should be able to sell 2 systems per quarter when they have whole countries as territories = 48 new systems per year - I would think $5M would be a conservative expectation for indirect sales. Has Agora sold any systems recently? I would thing a country like Brazil should have the capacity of generating several million alone.
Then you invested in a another new version rock star for Major Accounts - he should be capable of delivering $4-$5M per year to justify his position since one might assume his sales would be lower margin but larger in size.
Then you have 3-4 reps (I think) that should each be expected to sell 5-6 systems per year to justify their position = $2-3M
Plus major partnerships are worth ???
I would expect the SALES team to deliver $15-$20M of annual sales which does not seem to be happening - why? Plus year over year there does not seem to be consistent growth despite the quarterly report stating they are in three potential growth markets (Page 16 of last quarterly) and have no direct competitor in the multi-screen segment (page 17) - so is the apparent lack of growth due to sales team, company characteristics, lack of understanding of the market, or lack of understanding of the competition? Or it is possible I do not understand company and my expectations are dead wrong?
As a shareholder, almost two years ago I took the traditional path of contacting company representative(Miller) and in my opinion that was not productive since he could only reiterate public info which I support - if he has any info it should be released to public - so now I post what I feel are reasonable assumptions based on the lack of any info hoping someday they honor us with basic communications even if only in a fluffy shareholders letter. Could going private be a potential strategy with the company valued at about $6M and at least $7M in potential business from the 2 PR'd opportunities?
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