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february 16th let me just 5.761 Jump to 29.439
    DATE february 16th
which is really it's a trillion dollar 3.441 Jump to 66.479
    MONEY a trillion dollar
going after massive multi-billion dollar 3.279 Jump to 81.2
    MONEY multi-billion dollar
uh and we've had already in the last 18 4.64 Jump to 92.24
    DATE the last 18
months nine stocks that have increased 3.36 Jump to 94.96
    CARDINAL nine
if uh xtm is gonna be that next 10 6.24 Jump to 101.68
    CARDINAL next 10
in we're about to launch 100 000 6.88 Jump to 134.56
    CARDINAL 100
the first bit of hr information that a 4.64 Jump to 144.959
    ORDINAL first
off with it's about a hundred thousand 3.601 Jump to 189.519
    CARDINAL about a hundred thousand
yeah okay so 100 000 end users um 6.0 Jump to 197.44
can they extrapolate this because 100 4.879 Jump to 208.72
    CARDINAL 100
000 is only a small this is like a small 4.239 Jump to 210.72
really it's it's like a trillion dollar 3.12 Jump to 217.44
    MONEY trillion dollar
uh the hundred thousand uh what can this 5.84 Jump to 222.72
    CARDINAL the hundred thousand
you're right jack there's 35 million 4.88 Jump to 229.68
    CARDINAL 35 million
value so as you know one of the big 4.64 Jump to 280.96
and you know there's two tricks there 3.519 Jump to 290.24
    CARDINAL two
there's two really significant things 3.92 Jump to 292.16
    CARDINAL two
there number one we need that volume up 4.561 Jump to 293.759
and number two because we're free 5.28 Jump to 296.08
    CARDINAL number two
one of the largest issuers in the united 3.44 Jump to 381.28
    CARDINAL one
reopenings and for two weeks in december 5.44 Jump to 506.56
    DATE two weeks
everything was wide open and we did 25 5.919 Jump to 509.12
    CARDINAL 25
million in gdv for those two weeks 5.599 Jump to 512.0
    DATE those two weeks
so two weeks for two weeks two weeks 25 4.161 Jump to 515.039
    DATE two weeks
    DATE two weeks two weeks
million yeah 3.521 Jump to 517.599
50 million dollar run rate 4.16 Jump to 523.76
    MONEY 50 million dollar
sorry no excuse i'm looking back 50 3.84 Jump to 529.36
    CARDINAL 50
million dollars a month is that 3.76 Jump to 531.68
basically right so it's 600 million a 5.04 Jump to 533.2
    CARDINAL 600 million
year 600 million a year run rate is is 4.16 Jump to 535.44
    CARDINAL 600 million
two weeks before the holidays so of 3.68 Jump to 542.32
    DATE two weeks
    DATE the holidays so
probably one of the things that's held 3.36 Jump to 571.76
    CARDINAL one
we had one of our very smart groups 4.0 Jump to 657.279
second but you know so after they they 5.841 Jump to 668.959
    ORDINAL second
zero investment 3.601 Jump to 691.279
    CARDINAL zero
with the market opportunity so so two 5.68 Jump to 737.68
problems number one is replacing cash in 6.399 Jump to 740.24
    CARDINAL number one
you know wait two weeks or a week to get 4.321 Jump to 866.399
    DATE two weeks
    DATE a week
a trillion dollar industry just in the 3.84 Jump to 946.72
into this trillion dollar u.s market um 4.72 Jump to 952.72
called 50 million dollars a month going 3.68 Jump to 976.32
    MONEY 50 million dollars
yeah so you can count on a gross of 1.5 8.36 Jump to 994.839
    CARDINAL 1.5
we split that we get 1.5 of that and 5.76 Jump to 1031.679
    CARDINAL 1.5
bind and you need an extra 100 150 6.241 Jump to 1065.039
    QUANTITY an extra 100 150
big one the elephant in the room is 5.36 Jump to 1090.4
hospitality payroll in 50 states this 4.72 Jump to 1112.72
    CARDINAL 50
this 50 million a month going through so 4.64 Jump to 1143.44
    CARDINAL 50 million
over the restrictions for the last two 3.44 Jump to 1150.88
    DATE the last two
you know 300 million a month by now 4.08 Jump to 1157.52
    CARDINAL 300 million
we didn't lose two years basically so uh 4.0 Jump to 1161.6
    DATE two years
billion dollar company and our biggest 3.68 Jump to 1193.44
a billion dollar company i really think 4.479 Jump to 1220.08
    MONEY billion dollar
that a billion dollar uh 5.28 Jump to 1222.24
    MONEY a billion dollar
okay so let's say you were doing 50 3.76 Jump to 1234.88
    CARDINAL 50
let's call 50 million a month gdv just 5.12 Jump to 1236.4
    CARDINAL 50 million
500 million once you're in the us which 4.64 Jump to 1244.32
    CARDINAL 500 million
is you know a massive market so 500 5.76 Jump to 1246.32
    CARDINAL 500
million a month uh gdv going through 6.64 Jump to 1248.96
uh you're able to capture 1.5 percent of 6.0 Jump to 1252.08
    PERCENT 1.5 percent
okay so that's seven and a half million 4.4 Jump to 1258.96
    DATE seven and a half million
a month so it's about a hundred million 4.48 Jump to 1261.28
    CARDINAL about a hundred million
based okay if you did 50 million 6.0 Jump to 1279.52
    CARDINAL 50 million
10 times bigger you have 3.44 Jump to 1301.52
    CARDINAL 10
that over so what's called 500 million a 4.561 Jump to 1316.799
    CARDINAL 500 million
so seven and a half million is your uh 5.76 Jump to 1321.36
you know goes to your revenues it's 100 3.921 Jump to 1324.799
    CARDINAL 100
million a year what are the what are 3.6 Jump to 1327.12
your so on that 100 million a year 5.04 Jump to 1328.72
    CARDINAL 100 million
we're a team of less than 35 people oh 5.599 Jump to 1385.2
    CARDINAL less than 35
part we could grow 10 times and only 4.96 Jump to 1413.36
    CARDINAL 10
guessing here but 20. there's a lot of 3.52 Jump to 1418.32
    CARDINAL 20
going to have let's say 500 million 4.0 Jump to 1448.72
    CARDINAL 500 million
500 million uh you know gdp per month i 6.24 Jump to 1505.76
    CARDINAL 500 million
a billion dollars sitting there at any 5.12 Jump to 1556.559
i don't know a couple of one percent a 3.681 Jump to 1561.679
for example half a million users and you 4.88 Jump to 1593.12
add a feature that costs two dollars a 4.721 Jump to 1595.679
    MONEY two dollars
know and you you have 75 opt-in 4.96 Jump to 1602.64
    CARDINAL 75
know 750 you know you know what you you 5.76 Jump to 1607.6
    CARDINAL 750
you one last question here which is okay 4.0 Jump to 1640.72
    CARDINAL one
okay so you're gonna have 100 000 4.24 Jump to 1648.559
    CARDINAL 100
hundred thousand two hundred thousand 3.84 Jump to 1675.52
400 000 users are are looking at a 6.0 Jump to 1682.24
    CARDINAL 400
billion dollar valuation so certainly 5.92 Jump to 1685.44
company with maybe a 500 million 4.24 Jump to 1724.559
    CARDINAL 500 million
you know would you support um 160 5.041 Jump to 1741.039
    CARDINAL 160
million 160 somewhere around that point 3.76 Jump to 1743.36
    CARDINAL 160
yeah the market cap is uh what is it 50 4.559 Jump to 1747.12
    CARDINAL 50
million whatever yes 3.679 Jump to 1749.36
    CARDINAL million
250 it should be 5x that so because if 5.199 Jump to 1758.48
    CARDINAL 250
company you said that they have 400 000 3.201 Jump to 1763.679
    CARDINAL 400
users they're at a billion-dollar 3.76 Jump to 1765.279
    MONEY billion-dollar
okay so if they're at a billion 4.16 Jump to 1786.32
valuation with 400 000 users and you 5.12 Jump to 1788.08
    CARDINAL 400
have 100 000 users i mean if i do the 5.36 Jump to 1790.48
    CARDINAL 100
math that puts you at a 250 million 5.76 Jump to 1793.2
    CARDINAL 250 million
one of the catalysts you have this 3.359 Jump to 1813.2
    CARDINAL one
about eight and uh eight and plus 5.359 Jump to 1869.2
    CARDINAL about eight
million uh sitting on on hand yeah okay 5.199 Jump to 1871.36
    CARDINAL million
you know target for one of these guys 3.12 Jump to 1896.0
    CARDINAL one
300 million for the company whatever the 4.559 Jump to 1899.12
    CARDINAL 300 million
hundred thousand users under i guess 4.0 Jump to 1984.159
    CARDINAL hundred thousand
let's say from x team the next 30 days 4.48 Jump to 2032.24
    DATE the next 30 days
hang on a second let me get let me get 5.439 Jump to 2098.4
    ORDINAL second
one second 2.72 Jump to 2173.359
    TIME one second
february 16 2022 6.4 Jump to 2193.52
we'll find out later esc is one of the 4.32 Jump to 2210.64
in the multi-billion dollar global 4.96 Jump to 2214.96
esc was at a uh like a million dollar 3.52 Jump to 2226.96
run rate when you first came on our 2.801 Jump to 2229.119
    ORDINAL first
right now you're at like 50 million plus 4.159 Jump to 2231.92
    CARDINAL 50 million
off with i think one of the reasons why 4.561 Jump to 2284.079
should be trading at you know uh 10 4.96 Jump to 2295.92
billion dollar valuation and you know so 5.2 Jump to 2313.76
opportunity so one of the reasons why i 4.96 Jump to 2318.96
like what is it a buck 20 buck 30 4.8 Jump to 2323.92
    CARDINAL 20
    CARDINAL 30
five months or between july was it july 6.0 Jump to 2332.8
    DATE five months
    DATE between july
i think there's another one maybe did i 3.759 Jump to 2340.32
like supersonic 12 months but the last 3.92 Jump to 2345.04
    DATE 12 months
six months 3.201 Jump to 2347.839
    DATE six months
the second quarter of 2022 you're gonna 3.601 Jump to 2369.359
    DATE the second quarter of 2022
first time 3.681 Jump to 2465.359
    ORDINAL first
the last call it 12 months right 5.439 Jump to 2479.68
    DATE 12 months
the second quarter in 4.16 Jump to 2579.28
    DATE the second quarter
like 10 million in revenues based on you 4.24 Jump to 2584.4
    CARDINAL 10 million
know 10 million plus 3.92 Jump to 2586.88
    CARDINAL 10 million
one of these q2 numbers coming out 3.76 Jump to 2656.4
    CARDINAL one
three months roughly here 3.84 Jump to 2666.8
    DATE three months
be four to q2 5.84 Jump to 2732.8
    CARDINAL four
actually first jump into 3.76 Jump to 2809.04
    ORDINAL first
they just bought two esports companies 5.041 Jump to 2847.839
    CARDINAL two
for like what is a billion and a half 2.801 Jump to 2851.119
is one of our competitors we have people 5.2 Jump to 2859.119
um you know it's one of our competitors 6.32 Jump to 2868.48
and they set a standard 1.5 billion u.s 5.599 Jump to 2870.72
all of technology history almost 70 3.439 Jump to 2888.88
    CARDINAL almost 70
billion 4.401 Jump to 2891.359
esl gets acquired for 1.5 billion sony 5.441 Jump to 2892.319
    MONEY 1.5 billion
done over five acquisitions in the past 4.96 Jump to 2897.76
    CARDINAL five
12 months to keep up with the rest of 3.52 Jump to 2900.72
    DATE 12 months
what we've been doing over the past 12 4.961 Jump to 2912.079
these two companies are you know they 2.64 Jump to 2924.88
    CARDINAL two
were bought for like you know billion 2.881 Jump to 2926.319
and a half i mean i think one was a 3.36 Jump to 2927.52
billion the other one was 500 million 3.119 Jump to 2929.2
    CARDINAL 500 million
from uh you know eight to 12x revenue 3.919 Jump to 2942.16
you know it's like an 8 to 12 range 4.16 Jump to 2968.0
    CARDINAL 8 to 12
we think that's also like 500 million 4.24 Jump to 2985.119
    CARDINAL 500 million
it's like a 10 hours 4.48 Jump to 2987.44
    TIME 10 hours
yeah they want to do a billion dollar 4.321 Jump to 2989.359
    MONEY a billion dollar
i spoke about this 12 months ago with 5.36 Jump to 3005.04
    DATE about this 12 months ago
saudi deal for a billion and a half they 4.32 Jump to 3047.68
    CARDINAL a billion and a half
two companies okay so 5.76 Jump to 3053.839
    CARDINAL two
50 million 60 million run rate right 4.0 Jump to 3060.559
    CARDINAL 50 million 60 million
let's just say 50 million 4.0 Jump to 3062.8
    CARDINAL 50 million
trading at 500 million valuation right i 5.519 Jump to 3066.8
    CARDINAL 500 million
we're you know one and a half times 3.76 Jump to 3088.96
just under 70 million okay so that's uh 5.52 Jump to 3098.079
    CARDINAL just under 70 million
is that eight so it should be worth what 4.48 Jump to 3101.839
eight bucks plus a share 3.921 Jump to 3103.599
    MONEY eight bucks
eight eight plus right now i mean the 5.12 Jump to 3107.52
    DATE eight eight
stock should be trading at eight dollars 5.28 Jump to 3110.16
    MONEY eight dollars
you know 50 70 2.961 Jump to 3148.079
stealing esc at you know a buck 30 when 6.32 Jump to 3154.64
    CARDINAL 30
it's worth uh you know eight dollars 4.961 Jump to 3158.559
    MONEY eight dollars
easily this should be you know 10 12 4.64 Jump to 3182.24
first and i'll i want to jump into 3.84 Jump to 3192.64
    ORDINAL first
all tier one across the board 4.319 Jump to 3291.76
this is not just 24 million of revenue 6.24 Jump to 3317.76
    CARDINAL 24 million
there's almost 5 million of profit 3.76 Jump to 3321.44
    CARDINAL almost 5 million
on customer 100 billions 4.8 Jump to 3386.48
    MONEY 100 billions
a thousand dollars per user or more to 5.679 Jump to 3388.64
    MONEY a thousand dollars
sector so they have over 30 million 4.561 Jump to 3417.119
    CARDINAL 30 million
it's great deal like i said 30 million 6.079 Jump to 3479.76
    CARDINAL 30 million
you know we want to drive that to 50 100 4.48 Jump to 3485.839
    CARDINAL 50 100
200 million we really want to scale that 3.921 Jump to 3488.319
    CARDINAL 200 million
see over the next 12 months how big can 4.16 Jump to 3494.72
    DATE the next 12 months
you know last year we had one studio 5.2 Jump to 3548.0
    CARDINAL one
past six months we've expanded to two 3.44 Jump to 3553.2
    CARDINAL two
expanded into 20 new countries 6.079 Jump to 3565.76
    CARDINAL 20
right so now we're rolling out in 20 new 4.0 Jump to 3569.28
    CARDINAL 20
10 50 next growth from 5.681 Jump to 3576.079
    DATE 10 50
broadcasts you're in 20 plus countries 5.6 Jump to 3605.04
    CARDINAL 20
they're going to be four months old by 3.12 Jump to 3685.28
    DATE four months old
the time they come out three weeks and 3.919 Jump to 3686.64
    DATE three weeks
three four months old yeah and and by 4.8 Jump to 3688.4
    DATE three four months old
10 other new projects and work in other 5.361 Jump to 3695.839
    CARDINAL 10
see this they see like a number like 10 4.08 Jump to 3701.2
    CARDINAL 10
million revenue for a quarter 4.0 Jump to 3702.88
    CARDINAL million
    DATE a quarter
six months or so i think or 4.32 Jump to 3730.96
    DATE six months
five months 4.24 Jump to 3732.799
    DATE five months
for 2021 i put out a business outlook 5.361 Jump to 3760.079
    DATE 2021
for 2022 4.4 Jump to 3762.88
    DATE 2022
and we're into 2022 and i've already 5.04 Jump to 3770.24
    DATE 2022
ticked off several of the boxes for 2022 5.28 Jump to 3772.079
    DATE 2022
and we're one month in 3.68 Jump to 3775.28
    DATE one month
have 24 million dollars of revenue and 5 4.72 Jump to 3781.68
    MONEY 24 million dollars
    CARDINAL 5
million dollars of profit to support 3.119 Jump to 3784.48
read the outlook for 2022. we're doing 3.839 Jump to 3791.28
    DATE 2022
you come on november of uh 2020 i think 5.68 Jump to 3817.52
    DATE 2020
uh 21 or december it was like it was 4.959 Jump to 3820.88
    CARDINAL 21
last year so 12 you know 13 months ago 4.401 Jump to 3825.839
    DATE last year
    CARDINAL 12
    DATE 13 months ago
four or five core things uh and we 4.64 Jump to 3839.52
    CARDINAL four
heading in one direction 4.88 Jump to 3851.52
    CARDINAL one
and one direction only 3.12 Jump to 3853.28
    CARDINAL one
studio um this month uh we're doing 20 7.12 Jump to 3872.16
    DATE this month
    CARDINAL 20
advertising can we get from these 20 new 2.801 Jump to 3903.359
    CARDINAL 20
a month or two because 3.76 Jump to 3913.2
    DATE month
    CARDINAL two
lined up in the next 30 days 4.079 Jump to 3946.96
    DATE the next 30 days
know okay game addict did 24 million in 4.48 Jump to 3991.119
    CARDINAL 24 million
2020 wpg 3.52 Jump to 3993.44
    DATE 2020
14 million 3.76 Jump to 3995.599
    CARDINAL 14 million
motorsports and frenzy's 2020 revenues i 5.48 Jump to 3999.359
    DATE 2020
remember you saying roughly 5 million a 5.76 Jump to 4002.64
    CARDINAL roughly 5 million
revenue is around five million 4.721 Jump to 4014.799
    CARDINAL around five million
thoughts on advertising uh formula one 6.72 Jump to 4024.079
    CARDINAL one
investment crypto.com did formula one as 3.68 Jump to 4035.359
    CARDINAL one
uh and metaverse is definitely one of 3.2 Jump to 4215.28
2022 if any i could if any i mean if 4.801 Jump to 4259.199
    DATE 2022
different what's the strategy for 22 for 3.52 Jump to 4267.44
    CARDINAL 22
anticipated 50 plus million run rate so 4.559 Jump to 4283.6
    CARDINAL 50 plus million
30 to 50 million as well or higher 5.28 Jump to 4292.48
    CARDINAL 30 to 50 million
start bringing some more into those two 3.6 Jump to 4322.0
    CARDINAL two
internet froze for a second 3.761 Jump to 4350.159
    ORDINAL second
phase two so last year is phase one 4.959 Jump to 4385.76
    DATE two so last year
you know this is phase two we have a 4.801 Jump to 4390.719
    CARDINAL two
this is phase two man and we're just 4.0 Jump to 4398.4
    CARDINAL two
exactly the latest one is 4.08 Jump to 4412.56
you know it's what is it's a 25 million 3.599 Jump to 4414.64
    CARDINAL 25 million
25 million revenues 5.44 Jump to 4419.44
    CARDINAL 25 million
you know it's not 100 million anymore 3.68 Jump to 4440.96
    CARDINAL 100 million
pipeline is a hundred million this was 5.04 Jump to 4457.92
    CARDINAL a hundred million
basically 50 million in revenue 4.64 Jump to 4464.64
    CARDINAL 50 million
of 50 million of revenues 5.919 Jump to 4467.28
    CARDINAL 50 million
so uh now uh i think you mentioned 250 6.0 Jump to 4469.28
    CARDINAL 250
hundred million range um 3.04 Jump to 4490.56
    CARDINAL hundred million
groups that are you know 50 to 75 5.04 Jump to 4493.6
million on a standalone so you're you're 3.68 Jump to 4496.88
you're going after 50 million type deals 3.28 Jump to 4502.48
    CARDINAL 50 million
videos we're going for a billion plus 4.92 Jump to 4508.84
market cap 100 plus million revenues and 4.32 Jump to 4511.28
    QUANTITY 100 plus million
multi-billion dollar groups so we have 5.04 Jump to 4530.32
can we expect next 30 days or so what 4.721 Jump to 4542.719
    DATE next 30 days
let's maybe six next let's say 45 days 5.44 Jump to 4547.44
    CARDINAL six
    DATE 45 days
again the stock ran up to us 450 went to 5.2 Jump to 4604.4
    CARDINAL 450
450 before you even had any real numbers 4.239 Jump to 4606.96
    CARDINAL 450
i mean you only had like one you're only 3.599 Jump to 4609.6
doing like 15 million run rate at that 2.96 Jump to 4611.199
    CARDINAL 15 million
uh now you're at 50 million and you're 6.241 Jump to 4614.159
    CARDINAL 50 million
at uh on at 75 off because it's on so 6.16 Jump to 4616.4
    CARDINAL 75
these these these two deals which are a 3.841 Jump to 4656.159
    CARDINAL two
billion and a half i think you mentioned 4.16 Jump to 4657.76
    DATE billion and a half
like something like 10 8 between 8 and 5.92 Jump to 4660.0
30 so 3.759 Jump to 4685.44
    CARDINAL 30
24 7 365. 3.52 Jump to 4689.199
    CARDINAL 24 7 365
all on the next one 4.32 Jump to 4694.48