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Microcap & Penny Stocks : WINR-Secure Banking to Global Internet Gaming & E-Commerce -- Ignore unavailable to you. Want to Upgrade?


To: Jonathan S. Feingold who wrote (5352)5/7/1999 3:25:00 AM
From: Due Diligence  Respond to of 6545
 
Seemed like covering at $1.75,today. We shall see on the WINR saga.
DD



To: Jonathan S. Feingold who wrote (5352)5/7/1999 2:13:00 PM
From: Dave Gore  Read Replies (1) | Respond to of 6545
 
REPOST ** WINR ANALYSIS: Q2 REVENUE ESTIMATE UP 400-500% OVER Q1 ACTUALS: (see below)

I also reiterate my Price Guesstimate Target of $9 per share minimum within the next 6-12 months. That is based on fundamental analysis of EPS and average PE for this sector.

OK, THE REPORT:
This expected 400-500% gain in revenues is a conservative estimate it appears, and EPS will hopefully be up even more than 500%
due to higher margins areas and the cookie cutter approach (see below)

Most all of this is garnered from a just completed phone call with Kevin Holmes.

(1) 4% of companies on the BB are profitable and WINR is one...in its first real operating quarter. Consider that when
you look at the high priced BB stocks in your portfolio

(2) Q2 will include ...but the Q1 number does NOT include... any revenues from the following
endeavors:

** ICharege-It
** Internet Lottery (just a couple weeks of small startup revs in Q1)
** FOUR Casino Operations not up yet (of which TISS's is one)

NOTE: Access One is still marketing Casino transaction services for WINR, don't
forget, and (4) are under contract but not quite up yet.

(3) Q2 revenues will be 400-500% GREATER than Q1 (estimate of course)

(4) Q3 revenue and perhaps part of Q2 will include the biggest revenue generator of all:

WINR's march into online trading in Europe where the market is untapped, as well, as
the security services area. There is a huge lack of online brokerage services overseas.

(5) WINR's "COOKIE CUTTER APPROACH" is hugely underappreciated.

PERHAPS THE MOST IMPORTANT POINT OF ALL, INVESTORS:
WINR's approach in new endeavors is virtually riskless, as they
can only gain from them or lose very little. Let me explain.

WINR's approach and proprietary software that they developed over a multi-year period for Internet
Casino transaction analysis is the SAME BASIC transaction software that they will use over and
over in every area, with little or no modification.

WINR cannot lose any significant money because they have no MARKETING costs
and really no development costs.

They simply plug in their product into the Virtual Mall or Internet Lottery or Online
Brokerage or Credit Card protection site and it practically runs itself, (once installed of
course).

So other than minor modifications and periodic maintenance, they collect upfronts costs
and generally a "cut" of every transaction.

REVENUE SOURCES ARE AS FOLLOWS:

Q1 - casino sites, a couple weeks of Internet lottery

Q2 - existing casino sites + 4 more at least + 12 weeks of Lottery + Some ICharge-it +
????

Q3 - All of Q2 + 12 weeks of Icharge-It + add'l businesses now in negotiations + more
casinos and Virtual Malls (in all likelihood)

Disclaimer: info thought to be accurate, but of course as always not guaranteed. Do your own DD. Some statements involve forward looking events that cannot be predicted with certainty.

MORE LATER,

DAVE