Re: 10 Reasons why ALYD is a Moonshot in the Making
To all,
First off, although I appreciate many of your "thank you"s for recommending ALYD, I did no such thing. I merely stated my opinion on why I thought it was a good investment-- you all took the risk and you all should get the credit. To the best of my recollection the only time I ever said "Buy Now" was during that one week when the stock hit 8.
That being said, here is more of my opinion of why I think ALYD is a moonshot (i.e. why I think it should hit 60, split, and then keep climbing).
1. People
Yes I had a position in ALYD before I met the principals of the company. However, it was not until the Westergaard conference when I met the top brass and large investors that I started recommending the stock to all my friends and relatives. After all, a company's most important asset is its people.
2. Philosophy
While other companies were loudly proclaiming their potential, ALYD was quietly negotiating contracts. Their philosophy was simple: if we build it, they will come. Sure it took some time-- we're up to SmartCode III-- but the proof is in the pudding; they're winning virtually every contract they choose to pursue.
3. Infrastructure
Alydaar not only predicted they would win the big contracts, they actually took steps to assure they could fulfill them. For example, earlier this year they signed a lease for a 22,000 sq ft building to augment their 37,000 sq ft main office, and then began hiring 20 people a week to fill it.
4. Impressive Client Base
The first hint that ALYD was going to be a major player was the $20M deal with SAIC, the largest announced contract in the sector at the time (come to think of it, has anyone yet seen one with a higher dollar amount?). Since then, I think the names Dupont, Aer Lingus, McDonnell Douglas and 3M speak for themselves... and those are just the companies that have made it to press releases.
5. Overseas Division
ALYD has offices in several foreign countries. If Y2K is a $600B US problem, what might the worldwide figure be? As the Aer Lingus contract shows, ALYD has tapped into a whole other source of revenue.
6. Key Alliances/Consultants
ALYD's alliances are not just names on paper; they actually generate revenue. Ranking right up there with SAIC (discussed earlier), ALYD has an alliance with Lou Marcoccia-- the grandfather of Y2K. I talked about Lou and his 13 clients at length in an earlier post.
7. The Y2K Herd Mentality
Whether you think Y2K is a $600B or $100B problem, the numbers are still staggering. Sure there should be enough business to keep scores of Y2K companies busy for years to come... but, rightly or wrongly, investors view the sector as a horse race. Why bet on place and show when win pays better-- and offers the same odds? ZITL soared to 60 on a $5M contract with the state of Nevada; ALYD already has announced upwards of $33M in contracts-- and that's just the tip of the iceberg.
8. Large Investors/Insiders Ain't Selling
I've calculated that the people with whom I e-mail own 40% of ALYD's float. These guys waited a year for the stock to clear $12 a share. They are ardent supporters who strongly believe in the company and won't even consider selling until well past a split and another run-up. Ditto insiders. Folks, it's Marketing 101: Supply and Demand.
9. Bulletin Board vs NASDAQ Status
The majority of US stocks are purchased by mutual funds where buying into BB listed companies is verboten. Many brokers also won't touch stocks on the BBs, analysts don't usually cover them and journalists are less likely to write about them. ALYD filed back in March, was reviewed favorably by the SEC last week, and has already submitted the last set of documentation necessary for their approval. Therefore, NASDAQ's final approval should be close at hand.
10. TA: The SI Indicator
Just a few months ago you were hard-pressed to find ALYD on anyone's Y2K list except Andrew Vance (the originator of the Stock Swap thread). Over the last few weeks it started to appear on several people's radar screens. Once the SI crowd started actually buying shares and key SI Y2K analysts like Mad Monk came on-board it signaled we had lift-off. The large volume of posts on this thread indicates we've cleared earth's gravitational resistance. Once the boosters are off and we're on NASDAQ, our friends the mutual funds will take us to the moon and beyond. It has happened before; it is happening again.
Closing Statement
While I truly believe that ALYD should perform as I predict, please be cognizant of the fact that you're reading merely one person's opinion. While I admit this post may be construed by some as hype, those of you who have read this entire thread know the core group of ALYD supporters is not shy about criticizing Alydaar or discussing things Alydaar perhaps would rather have left alone. And you know something remarkable? They actually listened and implemented our suggestions.
Therefore, feel free to question what I have written, and feel free to bring issues to the table that need airing out. After all, most of you now own a piece of this company. Let's just hope in a few months we all own at least twice as much (gg).
- Jeff |
