Yup, the problem is many people don't dig deep or wide enough to differentiate their perspective from the mean. Regardless of what happens to the share price in the short-term from here to end of 3Q, consider the following:
If we crudely annlzd the quarterly revenue figures (by simplistically multiplying by x4, thereby assuming zero embedded growth over the next 12 months) for each quarter since 1Q 2020 and then back out the implied Revenue multiple (based on these forward estimates) using that quarter-end SP from the from the firm's market cap, the current implied multiple at a share price of $0.1 (using 1Q 2021 data) is only 10% higher than the multiple observed at end of 3Q 2020 when the SP was at $0.054.
Yet the underlying fundamentals and financials (e.g. sales levels are approx. 2x vs 3Q 2020, cash levels are multiples vs 3Q 2020, a new revenue stream is gradually coming online as the Market has launched, as well as higher expenses to be fair, pricing structure changes and implications, i.e. why is DW lowering the price?, etc.) are different and should be considering individually and in aggregate. Same goes for how some of these expenses are treated from an accounting perspective and the (potential) forward implications this may have. Just some food for thought. DYOR.
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