DUB is almost back to their IPO price..., page-58

What a thread. Been in and out a few times, but stepped out a few Qs ago when the trend of Declining revenue and rising Expenses became apparent that the market just doesn't want the product. I've followed many tech companies and most have the same feature. A good product. IODM is a classic example. Good product, but even with free trials. conversion isn't there. I invest in Bailador which is an expansion stage investor. A company like Dubber wouldn't even make their portfolio. They would be more than happy to see Expenses and spend rise, they J curve the companies they back, but you don't do it if you aren't seeing user uptake rise. Sadly, those numbers are a joke. I know people working from home turning larger numbers than that in every category.

I really feel this one is a forest and trees. Those close need to step back and see the Revenue trend, and accept that this company has thrown everything at building revenue, which hasn't come. What happens next is it rebrands, repositions, and starts pushing a channel or line that wasn't its main focus. Then it raises money.

My observation is that if you can't read these numbers and be objective, you are emotionally attached to this company.

MAR-15 QTR: Revenue $0K v Expenses $830K.
JUN-15 QTR: Revenue $24K v Expenses $1.25M.
SEP-15 QTR: Revenue $43K v Expenses $1.24M.
DEC-15 QTR: Revenue $130K v Expenses $1.69M.
MAR-16 QTR: Revenue $179K v Expenses $2.0M.
JUN-16 QTR: Revenue $158K v Expenses $1.88M.
SEP-16 QTR: Revenue $106K v Expenses $1.88M
DEC-16 QTR: Revenue $101K v Expenses $2.42M.
MAR-17 QTR: Revenue $111K v Expenses $2.26M.