GlyEco Overview
How $16 million companies turn into $160 million companies
I’m buying 500,000 shares of IceWEB, Inc. (IWEB) this week because they are now clearly in what I call the “Traction Zone.”
Traction zone means their sales fundamentals and technology value proposition are now getting “sales and RFP traction”—they are on the radar of unified cloud and virtual computing environments and closing real deals. As emerging growth company investors, we need that growth to be emerging NOW…or at least within 30-60 days of our coverage initiation.
The reason? Investment stories are only investable stories WHEN the rubber meets the road—more and more potential customers are BUYING the unique solution. In IceWEB’s case—they sold more storage solutions in October than all of Q3---THAT is traction.
Their story is remarkable--IceWEB manufactures award-winning, high performance unified data storage appliances with enterprise storage management capabilities at a fraction of the price of traditional providers, while reducing space, power and cooling requirements and simplifying storage management for land-based, virtual and cloud environments.
But one of the key due diligence questions we need positively answered in evaluating microcap companies for our NBT Equities Research Portfolio is, “Is the business and its value proposition GAINING sales momentum during our coverage engagement?”
Rapid upward PROFITABLE sales momentum from a widening sector of buyers IS the sign value is being created. When you have a company with $20 million market cap…every $1 million in new sales adds $8-$12 million of new enterprise value depending on the sales ramp.
THAT is the “information arbitrage” opportunity we look to exploit in emerging growth microcaps…i.e. we are “arbing” the difference between private market value of this company and the inefficient public market value (inefficient because no one and no buy side analyst has heard of IceWEB and its killer value proposition…yet ).
Said another way…rapidly expanding sales and market share in technology land makes a formerly INVISIBLE company into a known player on the analysts and buyers radar.
THAT is how $16 million companies turn into $160 million companies.
- Toby
And now for our top stories of the week…
GlyEco 7th Acquisition/3rd Closed Deal in 2012 Means Profits in 2013 Explode |
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First they closed the $3.4M secondary round of equity financing (with warrants to buy an additional 6M shares at $1). NOW we can finally get our NBT Equities Research report out to tell this amazing story to the Street and especially to our subscribers. |
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BarFresh Wins MAJOR 3000 Store QSR Account |
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The Smoothie Wars are heating up...and our #1 consumer trend is making BarFresh the go to player for quick-service restaurant (QSR) chains to get into the game. 3000 stores is a MAJOR win...at an average of 90 smoothies a week, that’s 270,000 smoothies a WEEK when the chain is fully up and operating next year. Multiply 270,000 by 52 weeks times $.50 wholesale price per ready-to-blend Smoo TM smoothie...and this is a $5 million+ deal. |
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IceWEB (IWEB) Reports Recorded Sales Volume in Oct & New $1.5M Credit Line To Finance Growth Plan |
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CEO Rob Howe reported that they sold more storage systems in October than in the entire 3rd quarter of 2012---that is the turnaround we were expecting. The new sales team, the #1 rating by various storage analyst reports, and up to 90% LOWER cost than EMC or NetApp for similar unified storage systems IS working...outstanding! |
The Real Power of The Cloud for SMBs: Manage Your Entire Company From iPad in REAL Time |
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The Newtek Advantage, a real time SMB mobile management application from Newtek Business Services (NEWT) , is a glimpse into how small business owners/managers are going run their business from the cloud. |
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Update From Pulse Beverage: 2 Million Case Sales Forecast for 2013—10X from 200,000 2012 |
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Pulse Beverage (PLSB) posted a very detailed shareholder note from CEO Bob Yates on progress at Pulse Beverage. Bottom-line—with a brand worth >$100,000,000 in Cabana 100% Natural Lemonade…and a $17M market cap today…PLSB remains our #1 emerging consumer brand stock pick. |
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NBT Stock of the Week...
IceWeb (IWEB) |
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IceWEB manufactures award-winning, high performance unified data storage appliances with IceWEB´s proprietary IceSTORM™ storage management software, providing enterprise storage management capabilities at a fraction of the price of traditional providers. Through thin provisioning, target deduplication and inline compression, IceWEB´s unified storage arrays enable standardization, consolidation and optimized storage utilization for virtual and cloud environments, saving up to 90% of storage costs, while reducing space, power and cooling requirements and simplifying storage management. |
NBT Investor Presentation of the Week...
GlyEco, Inc. (GLYE) |
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GlyEco, Inc. is a green chemistry company which transforms used glycols, a hazardous waste, into profitable green products. The Company's patent-pending technology recycles polluted glycols to a purity level equal to refinery produced material. This unique process cleans all five types of polluted glycols: HVAC, Textiles, Automotive, Airline and Medical. World-wide consumption for refinery produced ethylene glycol is over 5 Billion gallons per year. |
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Quick Survey of the Week
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Will Congress Be Able to End The Fiscal Cliff By The End of 2012? |
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LAST SURVEY RESULTS Who do you think will be the winner and go on to the World Series, S.F. Giants or Detroit Tigers?
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Founder and Editor-in-Chief for NBTEquitiesResearch.com. Contributor and Anchor for the Fox News Channel and Fox Business Network 2000-2013. Chairman & CEO of NBT Group, Inc., a boutique private capital investment bank and investor relations organization.
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