Ann: Appendix 4C - quarterly, page-34

Get in at mcap <$50m and get out when mcap reaches $100-150m unless fundamentals support valuation at the time. Like early days CAT trading at 50c and hot money started pouring in above $2 after it received wider coverage. Hit a high of $4.29 and then downward spiral ever since because despite higher revenues, it started doing acquisitions and market was expecting improving profitability. So when a tech stock is under $35m, no one expects profitability but growing revenues , which better explains why an entry point like now is minimal risk (other than liquidity risk if you cannot afford to commit to the stock for at least a few months). In six months, CAT price went from 50+c to $1.60 on the back of new signings and growing revenues. I see a similar thing happening for BTH if they continue with the success they have been achieving with the US major companies.

FZO (Family Zone) is hot but its mcap is already $85m and hasn't got even anywhere close to the revenues BTH already has in its books ; besides FZO revenue model is not transparent (we talk about transparency here), we know that each user subscription BTH charges about $35/mth and in US you can have many organisations with over 20K users , that is equivalent to $8-9million per deal!

GLTAH and DYOR