What's up guys we have seen some crazy
volatility this week. In this video I
will look at ILUS and the latest update
from management and i will discuss an
important shareholder letter that i
didn't get to discuss last week
ilis has dropped way below fair value in
my opinion and that can be seen by the
crazy volatility in the share price
ilus literally gapped down 20 on
wednesday morning and then proceeded to
gain 40% over the rest of the
week this is crazy and we will look at
this later when i look at the charts
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so earlier this week ilist provided an
update after the company recently held
its first quarter
border management team meetings in dubai
from the 14th to 18th of february
so i'm just going to pick out the most
important points from this
in terms of progress ilis has concluded
its first round of manufacturing and
distribution acquisitions with one still
to be announced that the market is aware
of ilis had received approval for the go
ahead of its first phase deal in
southeastern europe which it will
announce soon
with several government departments
involved euless is reliant on each to
complete their administrative processes
before it can announce the full details
of the deal which includes substantial
government subsidies and incentives
now i've said this before that it's
incredibly important for the future of a
company to be obtaining these deals
including governments it's kind of
similar to a proof of concept for a new
technology once a company can gain
government partnerships in one country
these deals tend to lead on to possible
deals with other governments in other
countries
so the value of this cannot be
understated
in addition to completing its first
phase of acquisitions ILUS has
successfully raised 15 million dollars
in funding to develop and drive these
businesses forward
this includes funding for further
business optimization and for ILUS next
round of acquisitions which have been
progressing behind the scenes for many
months
islet remains in a very strong position
to exceed its revenue targets for 2022
and deliver on key milestones during the
year
many of these in the next round of
acquisitions have already gone through
their second rounds of due diligence and
the board is targeting two to three
completed acquisitions per quarter and
it has subsequently approved further
expansion for the acquisition team to
ensure delivery of this target so this
is huge when we think about the number
of companies that ILUS has acquired
throughout 2021 and now they're
expecting two to three per quarter for
2022 so that means anywhere between 8
and 12 companies to be acquired this
year this is a huge expansion coming in
2022
and ILUS has already started the process
of getting its acquired companies out of
it these audits are important not only
for ILUS to become fully reporting but
also for several valuations which urge
you to take place over the coming months
this is one of those things that needs
to be done in order to list onto a major
exchange the entire group of companies
needs to be fully audited
so i see this as very positive that is
being mentioned here
kind of reading between the lines this
process is to ensure that when the time
comes to uplift
that there will not be any little
unforeseen errors that could cause
problems they have not said this is due
to uplifting but i think this is what it
is
again in terms of expanding ILUS will be
adding 25 key members of staff to its
team over the next six months excluding
the 300 plans to add to its southeastern
europe
so over the last few months i've seen a
lot of comments saying that ilist
finished because the share price is
dropping but ilus is not finished maybe
the day traders have moved on to other
company stock but the company itself in
this case is just getting started ILUS is
opening its new u.s headquarters in boca
raton and new offices in dubai ilis is
becoming a truly global company
the ILUS manufacturing facility in dubai
which is currently utilized firebug tvc
and bcd fire will now have additional
space available as required for their
growing order intake and plant projects
ILUS is currently in the process of
setting up legal entities for its
subsidiary companies including
ert which will be a u.s corporation
and ILUS has focused on growing ert
aggressively with further acquisitions
to be added over the coming months
including the execution of a very large
acquisition in the us
now something that we don't talk about
very much is oil is taking part in trade
shows and exhibiting products to
potential customers but ilist will be
appearing at
fdic in indianapolis in april and inter
schultz in germany in june these are big
events
fdic international offers thousands of
fire and rescue professionals from
around the world classrooms workshops
hands-on training
evolutions and and the most innovative
products and services available to the
industry displayed by over 800
exhibiting companies
this will be a huge networking
opportunity for ILUS to obtain potential
new customers or possibly even potential
new acquisition targets
and then enter shultz in germany
will provide the same opportunities but
this is a major event with some of the
world's biggest companies exhibiting
the likes of mercedes-benz audi or the
volkswagen group to name just a few this
will provide a great opportunity to
really promote awareness of violence to
the european markets and hopefully could
lead to more contracts for the company
looking at the chart over the past few
months we can see
this steady drop that isles had after
hitting its all-time high of 50 cents in
november
and began to drop quite steady into
january however at this point the stock
nose dived from over 30 cents right down
to 10 cents
in mid february
but when we look closer over the past
two weeks i think that we can see the
beginning of a reversal where the stock
had been dropping so much friday was the
first sign of life in the market for
some time with ilus finishing the day
at 15 cents having gained 17 percent on
the day
this is a day where there was no press
release from the company simply there
was a little bit of positivity the dow
was up 2.5 percent nasdaq was up 1.5
percent and ILUS was up 17
and this had been similar to what had
been going on for the past two months
where the markets have dropped a couple
of percent ILUS has tumbled
but i actually feel that the job in the
markets is coming to an end there is
only so far that stocks can drop before
they become seriously undervalued now
there's been a lot of talk saying that a
market crash is coming but it is already
here and has been for quite some time a
lot of stocks have fallen 80 even 90
from their highs over the past year
and while some stocks were grossly
overvalued before right now some stocks
are very undervalued
i feel that this is the time to be
looking at where the value is in the
current market like for example
another stock that i cover on the
channel
gevoink gevo is building their
multi-million dollar net one
plant that will have net ebitda of
between 150
between 150 and 200 million per year by
2025.
this stock has dropped 85 down to just
three dollars and now the market cap of
gevo is little more than the net assets
which is incredible
or nano dimension which has dropped to
3.50 and a market cap that is now less
than the net current assets which makes
no sense at all so there is definitely
bargains to be got in the market right
now
by the way if you would like to check
out either of these companies they
should be appearing in the top right
hand corner around now
or you can click on the links in the
description below
now something that i forgot to mention
in last weekend's video was nick link's
shareholder letter discussing t trades
just to be clear for anyone who is
unaware of this a form t is a form that
brokers are required to use to report
transactions that occur after the
market's usual hours trades that occur
outside of the regular market hours are
referred to as t traits so nick is
discussing after hours trading here this
is regards to the dumping of shares that
has gone hand in hand with the share
price dropping since the t trades first
started it appears that as of yesterday
approximately 70 million shares have
been sold under t trades
if these t trades were coming from a
single holder the only holder that could
have held a block this size is gpl
ventures
we can confirm that no other single
party has ever been issued more than 65
million shares
if the above assumption is correct it
would indicate that there is possibly
only somewhere around 5 million shares
still to be sold under t trades
after this
we must assume
that there will not be any more but
management cannot say for sure in
conclusion we cannot state the above
as fact and it is certainly not meant to
represent any form of trading advice
this is just a letter in response to
shareholders questioning these trades
over the past few weeks even across
social media i've seen
so many comments about shares being
dumped
that i think it was only right or
management to address this with a
shareholders letter so guys what do you
make of this statement this is a little
bit dated now by the way this was the
16th of february i just forgot to
mention it in last week's video
but what do you think will happen with
ilus over the coming weeks and months
drop me a comment and let me know if you
were selling holding or buying this dip
and if you enjoyed this video make sure
to smash the like and enjoy the rest of
your weekend