yoloinvest: I agree w/ you. At 1.2BB O/S I thought a R/S wasn't necessary. That's all changed now. I would never have imagined them diluting as much as they did. I was a bit disheartened w/ that one.
On the other hand, I just listened to the latest interview and it all sounded good. I have the feeling they were very busy during the month of December and have changed their gameplan a bit. IMO, they'll be spending more this year than they originally anticipated after Thanksgiving given that now they expect to only break-even by the end of the year. That tells me the break-even # isn't around 15K anymore and IMO they really don't know what that # will be anymore because I think they'll be changing so dynamically this year that # will be constantly changing.
They'll reach it when they reach it but I wouldn't count it by the end of this year either. It's impossible to predict growth and how much they'll need to spend to get where they want to go by the end of the year.
Key thing though is they are moving forward and fully intend to grow greatly this year and that is good.
Again on the R/S, if it happens, it won't necessarily be a bad thing and our $'s would stay the same. As long as they were to move up and continue growing from that point, it'll be a more stable stock. IMO, I'd like it if we were on the NAZ by March before a CC national rollout 8K and announcement comes (if it happens). Just think of all the INSTITUTIONAL INVESTORS that would gobble up shares! IMO, they'd be all over this in a year just like they are w/ Netflix (% Held by Institutions: 72.80%). That would be very good thing and one that would greaty lower the blood pressure of all investors here, IMO.
To take on the "big boyz" like they intend to, IMO, they'll need to be on the same playing field.
lns