Reza Bushkeh
11.1K posts




$SEGG sports bet entertainment gearing up for the World Cup ⚽️ Been eyeballing this thing for a few days. Made the wrong call to not enter. It went +10% today I am not saying to enter. But it’s definitely interesting to see it go green when the market is deep red. Took a small position anyway. Don’t copy me. It’s high risk



Space and Drone, part 2 All with Buy Signals $RDW , $SATL - both with Buy signals. Although vitials is too weak. Please keep your eyes on it $PL with buy signals. Looking strong but might have maxed out. Please also keep your eyes on it if you have a position





$KOPN share count surged to 186.9M per 10Q I had 169.5 on my financial model but that might have been 2 quarters ago - anyhow ~10% dilution in a short period At roughly $5.30 that is $990M market cap Forward guidance is $52-$60M revenue (described as conservative). The tricky part is they have operational revenue and non operational revenue now - i.e. one time grants, agreements etc - which is not part of an ongoing business. So that revenue is not really revenue in the normal sense. Normally you'd discount that since it is not from producing widgets. i.e. half their sales this quarter was that sort of revenue Anyhow assuming you don't discount it At $52M that is forward 19x sales At $60M that is forward 16.5 sales If they beat everything at $70M and you include all the non operational revenue as real revenue that is 14x I like 12x forward for fast growing companies It just means it is not cheap like it was at $2.50 or $3.50 My metrics mean nothing to the market. If they want to price it at 70x price to sales it can happen. Or 4x sales. Just showing the metrics sec.gov/Archives/edgar…

















