This year is much different than last year for seasonality also though. Consider the following:
1. This year had a weak retail christmas. This has been followed by huge defaults from retailers in January as well as it showed in all officially released figures so far.
2. In that announcement, they had 1300 per week, but 9000 leading into xmas. That means they counted over 7 weeks, but more likely 10 weeks prior to christmas as 'leading' into xmas. That's pretty much means they are counting the entire Dec quarter as leading into xmas.
3.If they were seeing that huge of an uptick in the dec quarter this year, nearly 2 months of it would of been included in the 4.3/4.4million revenue number. Yet people here are expecting to double that number in 4 weeks?
4. Even IF the app sales were a guide (which I still maintain only a small portion of xmas sales could even potentially be included), it was only a 30% uptick in december, meaning that if you took the run rate and added to that, it still wouldn't come close to 8million.
I love this company (was on very early and it's done incredibly well for me, you can go back and check my posting history), but I am just keeping it realistic.
I'd rather wait for financials before expecting a huge increase and then end up with the market being disappointed. The other thing I've noticed is the sell down lately also suggests the market is not expecting what those here are.
If I'm wrong, great, my investment increases significantly. If I'm right, I can realistically start to plan for the future of what I feel like the growth is. For me it's a win win.
