RE:DM in Q1mrmonopoly wrote: Just thinking here about some of the signficant updates we may expect to see in Q1. As you can tell I'm pretty excited and optimistic...
1) Possible $40M Contract Co-Bid Win
--> Even a conservative 90/10 split with MDA will make it the biggest AI/tech contract DM has ever received and should grab some investor attention, especially as it is for a government entity. If they can get a bigger piece of that pie then even better. Of course this is all without knowing the details and specifics of the contract.
2) Film Industry Covid Tests Updates
--> Based on the last update with respect to the new productions starting up in Toronto and Vancouver, there are rough estimates that DM is supplying over 9000 kits per week starting this month. This estimate is based on a constant value for # of kits per production. As per the original agreement ($20M over 28wks for 4000 kits per week), the revised quantities would have DM hauling in over $19M for Q1 ALONE. That's a lot of money from one revenue source. Marshall gave strong indications that the pipeline is strong here...
3) NexaSMART Roll Out
--> DM has likely been advertising this new technology to their existing client base as they continued to develop it. I'm confident that we'll see contracts roll in for SMART this coming quarter. Marshall teased the upcoming German elections in the last news release... what a way to get your foot in the EU door than supporting a huge year for Germany. Would love to see this come to fruition.
4) Allied Command Meeting
--> If Allied Command is going to take a meeting based on the US's recommendation you can bet your bottom dollar they're going to listen. A contract of any size coming out of this meeting will be a huge win for DM.
5) Additional SK Contracts
--> 2020 was another strong year for South Korea expansion (LOTTE, Samsung, 7-11, Airport Authority, Insurance Provider, etc...), and all that being on the back of a pandemic no less. LOTTE on its own has so much room for expansion, and between Ryu and Choi they've got the right contacts to land and expand these deals. Hoping to see new deals from to light early this quarter.
6) OTCQB Listing
--> There's a reason this is last on my list. I think this will be good for optics, if nothing else. Not expecting much for immediate SP moves, but it simply shows they have their ducks in a row and are preparing for expected growth and expansions.
All of this just my own opinion and you should all do your own DD. Did I miss anything!?
What about possible airports, cruise lines, sports teams, schools and home tests