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THE PROBLEM
Everyone is familiar with $ZM Zoom’s security issues by now, and if you aren’t, get familiar:
- routing traffic through china
- turning ur comp into a local server
- non end-2-end encrypton for video
- zoombombing https://nymag.com/intelligencer/2020/04/the-zoom-app-has-a-lot-of-security-problems.html
Everyone is familiar with $ZM Zoom’s security issues by now, and if you aren’t, get familiar:
- routing traffic through china
- turning ur comp into a local server
- non end-2-end encrypton for video
- zoombombing https://nymag.com/intelligencer/2020/04/the-zoom-app-has-a-lot-of-security-problems.html
“bUt i dOn’T cArE aBoUt sEcuRiTy”
Yea, neither do I, but you know who does?
1. healthcare companies (HIPAA) [ $UNH ]
2. government agencies - $PLTR successful for a reason
3. financial services (duh) [ $MS $JPM $GS ]
Yea, neither do I, but you know who does?
1. healthcare companies (HIPAA) [ $UNH ]
2. government agencies - $PLTR successful for a reason
3. financial services (duh) [ $MS $JPM $GS ]
Healthcare Spend on CybSec
$125 billion in the next 5 years
$125 billion in the next 5 years
Government Spend on CybSec
$18 billion in 1 year
$18 billion in 1 year
Financial Services Spend on CybSec
$2,691 PER EMPLOYEE, and growing
$2,691 PER EMPLOYEE, and growing
The Solution
- SafeVChat - an ultra-secure Zoom
- PrivacyLok - add-on security service for existing infra
- SafeVChat - an ultra-secure Zoom
- PrivacyLok - add-on security service for existing infra
Adoption issues for SafeVChat
- large enterprise companies will not up-end their infrastructure for a new offering and spend time training employees unless the offering is so compelling that it’s a must-have.
- IT IS A MUST-HAVE, LITERALLY, for the industries stated above
- large enterprise companies will not up-end their infrastructure for a new offering and spend time training employees unless the offering is so compelling that it’s a must-have.
- IT IS A MUST-HAVE, LITERALLY, for the industries stated above
With this in mind:
- adoption of SafeVChat will still be a tough ask for any large comp, but that’s where PrivacyLok comes in
- PrivacyLok is an ADD-ON to existing services, meaning businesses only have to ADD something, not REPLACE something. ADDING is easier than replacing.
- adoption of SafeVChat will still be a tough ask for any large comp, but that’s where PrivacyLok comes in
- PrivacyLok is an ADD-ON to existing services, meaning businesses only have to ADD something, not REPLACE something. ADDING is easier than replacing.
Partners?
- im not expert on which distribution partners are valuable or big or popular or well-known, but what I can attest to is that having not only a US partner, but having a Canadian partner, again, shows management’s ability to execute toward their vision of growth.
- im not expert on which distribution partners are valuable or big or popular or well-known, but what I can attest to is that having not only a US partner, but having a Canadian partner, again, shows management’s ability to execute toward their vision of growth.
Share structure:
- no significant dilution, convertible debt has been negotiated away
- 700 million OS
did i mention, they’ve applied to uplist to OTCQB and expect to be nasdaq uplisted this year?
- no significant dilution, convertible debt has been negotiated away
- 700 million OS
did i mention, they’ve applied to uplist to OTCQB and expect to be nasdaq uplisted this year?
Customers?:
have heard that folks (shareholders) have contacted distributors and distributors have said many large clients are in the pipeline, though i can’t find the links for that
read below, direct quote from CEO "former Zoom and Microsoft Teams users" $MSFT $ZM
have heard that folks (shareholders) have contacted distributors and distributors have said many large clients are in the pipeline, though i can’t find the links for that
read below, direct quote from CEO "former Zoom and Microsoft Teams users" $MSFT $ZM
Leadership
CEO - CIO @ JPM, Board of Advisors @ Pace University
Chairman - Board Member @ Samsung $SSNLF + $DELL , CIO @ US DeptofCommerce + FederalAviationAdmin + DeptofHomelandSecurity, ExecutiveonGrounds @ University of Virginia, connected to Ro Khanna
(jeez lol)
CEO - CIO @ JPM, Board of Advisors @ Pace University
Chairman - Board Member @ Samsung $SSNLF + $DELL , CIO @ US DeptofCommerce + FederalAviationAdmin + DeptofHomelandSecurity, ExecutiveonGrounds @ University of Virginia, connected to Ro Khanna
(jeez lol)
Insiders?
~7 million shares bought by the team in the past 3 months…
~7 million shares bought by the team in the past 3 months…
Napkin math
- ZM is $120b, SFOR is $110m, so ZM is 1000x...
- If SFOR were to ONLY capture 1% of ZM’s market share, SFOR would be worth $1.2b, or $1.70 per share.
but let’s be real, SFOR will capture a LOT more than that.
> $3 pps is my estimate for near term. now $0.155
- ZM is $120b, SFOR is $110m, so ZM is 1000x...
- If SFOR were to ONLY capture 1% of ZM’s market share, SFOR would be worth $1.2b, or $1.70 per share.
but let’s be real, SFOR will capture a LOT more than that.
> $3 pps is my estimate for near term. now $0.155
and that's that folks. if you enjoy and want me to find and publicize more diamonds in the rough like this, retweet the thread, like, comment, whatever you want.
disclaimers: I am long $SFOR. not advice, do your own dd
disclaimers: I am long $SFOR. not advice, do your own dd
