Where are we? December 2018, page-21

@aks4058

many posters were unhappy with size of the raise back in dec - whereas you and i thought it was prudent.  think that's saved the stock from itself - and i think tells you mgt knew how nascent it was in terms of business traction vs what was being interpreted by the market from their announcements. but would have been wise even without that - was a frothy market all small tech mgts took advantage of. not a microcap tech stock i follow failed to raise at that time.

you can see whats happened to ICQ since i posted about the corollaries - quite similar stories though i think personally BUD has more potential for rapid EBIT expansion. but that's just my pet theory

little doubt the flat line in BUD sp has been artificially propped. when stocks are gamed like that the sp action i usually see is inexplicable drop in price before it zooms higher - or alternatively collapses if news is bad. so thats remains my main expectation for BUD atm

nothing causes capitulation selling like a long unproductive wait for underwater holders followed by a zag down

the key isnt about revenue per se - its revenues vs cash burn. icq had gone 1-2-3m revenue but cash burn meanwhile went 4-5-6m.

you can see its collapsed from its 20c holding pattern to now be 12-13c

bud's been smaller quantum but similar trendin terms of revenue vs cash burn. but still at least 2 more qtrs before market would get itchy about cash position imo

so id just be staying uber cautious about looking for what mgt doesnt say - everyone;s always keen to flag advances in talks, briefings etc. they rarely flag the cost attaching.

those things bring sales inevitably - that isnt the issue. the issue is whether extra talks cost extra money and then if benefit outweighs the increase in cost

from what ive read the install numbers dont seem to reconcile with what id have expected in actual income to this point. suggesting to me some of what company is talking of as sales are not fee paying or something else etc etc. and i do think they are probably paying out commissions to make sales inroads.

nothing wrong with that - but again it would fall outside what i think investors have premised their expectations on in terms of unit sales delivering in ebit

Jan qtr hopefully will give all holders the news they are after

i disagree though with the other poster. i dont think investors want more news so much as they want financial results that match the expectations created by the way company is framing the information it already provides. though i dont think you;ll ever see current CEO change stripes - slide right forward looking 'blue sky future' positioning is pretty much seen as a staple of how to take tech stocks into the bigsusing current shareholders as lilypads to step to future growth - which they wont complain about if the ignition rockets finally light up

as for the instos wanting to see results - depends on whether they are still in the stock. there was good chance to get out on the 20-40c rip north

if any insto is still in and you see some big xt trades go through that may be a tell the stock is starting to get close to a bottom - as a fund calls back stock it has loaned out for shorting purposes. pure conjecture on my part though

think everyone should look at the likes of wbt, knm etc and be thankful of bud's relative outperform to this point - whatever the reasons

though ive noticed whenever i provide comparisons no one seems to do the work to check.  they really really should

imo its part of the difference between a coolade drinker and thoughtful investor