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Message: Re: DM Time Frame..LL my WAG / more WAGin'
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Sep 13, 2007 10:35AM
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Sep 13, 2007 11:00AM
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Sep 13, 2007 11:05AM
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Sep 13, 2007 11:15AM

This is all speculation with a tidbit of educated guessing based on current eVU events and EDIG's initial mean ole copy filing through DM.

So, the good side of things could be a fairly quick (less than six months) settlement with BRLC coupled with added filings. Certainly a darn good start.

Better start? --- Sign up another major airline or two with eVUs.

Based on the last Q & K reports, EDIG is still needing in the range of $11M in annual sales to cover all their expenses. In fariness, some of their most recent expenses are likely covered by the current shipments, so the breakeven number could be a little less ~$10.5M if lean and mean to ~$12M if they travel / entertain first class.

OZ's numbers are better than mine, but we are in the same ball park since we do not know the split of direct sales with higher margins and sales through third pary distributors with lower margins. As DaBoss noted, we also don't know how much of the sales are for high margin services which should lower the break even point.

The bottom line is the eVU can and should be priority one for EDIG. DM can handle themselves -- they already have their Big Boy pants on. EDIG will be able to control some of the events should they trend toward home runs (think previous "partners" page) and not just the singles we see with the newest mean ole copy cat, aka BRLC, aka Vivitar.

As for pps, I'll be very happy to see $0.40 sustained by the end of this calander year. To get there, EDIG will need more sales and shipments than we know about today.

For me, it is much easier to see that forest if I have a tree or two behind me....it's my crawl before we walk kinda stuff. Getting to step 1 and a sustained double ($0.20 x 2) will be a darn good start and WAG at this time with the current revs.

If I think past the $0.40 I get a nose bleed. That thinkin' stuff is not all it's cracked up to be.

John

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Sep 13, 2007 03:27PM
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Sep 13, 2007 05:43PM
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Sep 13, 2007 05:46PM
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Sep 13, 2007 06:02PM
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