Likely a question already answeredApologies if these discussions already occured after Q2 release, but I'm just catching up now before Q3 (which has potential to be great as you are all discussing now), and I know that time has a way of simplifying the answer... So, Note 7 and Note 11.
Note 7: What exactly is happening here? As I don't want to raise all the red flags that arise in my mind, I'll only state the positive side in that there are a key number of players willing to sacrifice immediate pay to help the bottom line because they must believe in the business... 89% gross margins are being fully snuffed out, so although warrants do play a big part on the downwards pressure, I think the market must be waiting for some confirmation that these expenses are under control.
Note 11: What exactly is happening here, as well? In terms of accounting.. Again, I don't want to bring up old issues that have come and gone, but, is there more pressure on margins due to the fact this bullet has been used, or, will there be an immediate offsetting payoff? i.e. They quoted H2 revenue of $4M from Hip Digital was expected... the margins, not sure, I know these aren't going to be known by the public, so i guess my question is, how does Hip Digital play into the current suite of services provided? How will Salaries and comp and operating costs be affected, how was the integration, has it been completed, etc etc...
As an outsider looking, and a previous short term investor, these are the obvious questions I have before going in.. other than these, it's a simple business model with a competitve product/service, with high quality clients, a strong retention rate, and growing contract size.