for all the talk we need to be buying.....added today. break...

for all the talk we need to be buying.....

added today. break even now
around IPO price 35.

I know some here expected 10 M plus this Q. but my expectation was $9.3-9.5. slightly lower but to see $3.7 M month should lead to that being a baseline. You would think the bigger tier 1 have quite alot of debt to be collected. So you would hope from that tier one 1.5 M plus next three months for next Q.

Would be interesting to know the average size of these tier 1 in rev potential. if each adds say 5 M a year across 6 that's $30 M revenue a year... that alone on 3 times is around $100 M market cap. the timeframe on these can be up to 18 months. One of the downsides of the stock been the delay in hitting bottom line. I feel finally it could be turning. purely on number of customers the wheel surely turns eventually to the bottom line.

From history of being involved in this stock it's very hard to predict revenues though, Atm 3-3.5 times revenue appears where we are at on market cap. Until money flows back into small caps multiples are lower.

You would think they be targeting a 45-50 M year next 12 months in revenue.