Enwave Corp V.ENW

Let's listen in on the webinar

[CashFlowReality]

Data posted on SEDAR:
- good news ... now reporting over 50 active royalty agreements!

- otherwise I am eager for answers later this morning:

a) what other new customers in the pipeline? Specifically, in the last few months the sales team was out-and-about so what's come of that?

b) (many would love dividends but first) are royalty "exclusivity" t+c effective (anymore)?

c) dropping MOON CHEESE might send mixed signals to potential new clients; regardless what, if any structural changes are happening (and when)? Specifically, "downsizing" work force?

d) why hasn't "Biden" US ARMY rations program ramped up yet? War in UKRAINE has only up'ed the demand for meals-ready-to-eat (by military personal as well as under-stress citizens, etc)?

e) the "dripping" of buy-back. Why not just "do it" and complete the buy back to send signal management sees upside (and not is waiting until share price drops even further).

[CashFlowReality]

Meeting was upbeat as usual. And the two small unit sales announced the next day was good. However, since management did not discuss "dividends" nor acceleration of NCI (buy back), so it looks like management is willing to see if share price continues to drop even further. In short, the milestone of 50 customers paying royalties was nice -- but royalties did drop. furthermore, Enwave

[Possibleidiot01]

I've been thinking about the Q1 results since they were released because something seemed to be lacking. The results are really about the past ; what matters here is the future. You often see releases with two accounting treatments , one for the exisitng company and one for companies that are discontinuing divisions. While results were  adjusted for the shutdown of Nutrdried : it could

[CashFlowReality]

Concur. And not to "whine", the ENWAVE management team seems stuck in a box (looking inwards too much). Long time investors have not seen share holder delight yet.  AND like I said in my previous post, "tough to hold" here. To be more precise, the royalties are consumed by a precious few. I don't understand nor appreciate that. Surely, innovation and respective