Black Beerd Monday, 03/30/15 05:45:06 PM
Re: Xander3 post# 27823
Post # of 27824
§
You know.... the technology/product updates I truly expect. I really don't feel that it should or expected that it would be a difference maker in valuations. The technology field expects it. right now they need application user base to be growing as in the background and behind the scenes a plan from day one would be constant enhancements in technology updates. This is something they should know without fear or favor so this doesn't get me excited. Expansion and how they will do it and accommodate growth internally will excite me.
Right now Dave is using FB as his source of updating...but this shouldn't be the tool used to trust with news. FB is purely a brag page and hype page. But signing up as I stated these 1 store at a time isn't a measure. I'll tell you why...because it also doesn't tell you the client user retention of record. It's like Vegas... nobody talks about the loser... always a big winner. The fact is that Vegas was built on losers but gamblers never tell you what they lose. Myself... that's why numbers are very important....it cuts through all the BS and rhetoric and shows those measurable results and shows the real facts about retention through proof of numbers.
Hey I like the store sign ups but that's all frosting to me... I want to see whats under the frosting. I want to know what those audited numbers look like. Again... nothing Dave doesn't know and I'm certain is fully aware of. While I'm certain he'll deliver he still needs to measure up to shareholder value in his 8&10k's. As they say...TRUST BUT VERIFY!. IMO Dave through time will understand the pressures of delivering to his shareholders. Right now he is and should be given some space and time to execute but as time erodes without news he imposes a lot more self induced pressure on himself. Time and maturity in EPXY has to be managed carefully. Dave has to earn the respect and it will be done through execution. I just hope he doesn't think he can do all of this himself. He has got to IMO now reach a point of taking the path his business needs... exposure exposure exposure. There are many good ways to do this but he can't be chief cook and bottle washer and expect to realize the growth he needs.
All just my opinion.
Zurück
