DM’s Core Business is Military Grade Defence Against Disinformation & Fake News.
Their Technology is about to become
Turbo-Charged with Nexalogy Smart
I will argue that DM’s core business is just ASstrategically vital & critical must have tools for Governments to protect the greatest
National Interest...Democracy itself,
and for Private & Public Companies to Protect their Enterprise Value
ASRapid Testing is for helping global populations Defend themselves against the Covid-19 Pandemic.
Thing is with this whole 4TH Industrial Revolution business, a lot of the On-Ramp and Off-Ramp signs on the Information Highway are now Fake.
Most hadn’t heard of the Fake News until Donald Trump Put it up on the
Big Screen for the world to see.
Before the Rise of term Fake News, there was Disinformation or commonly referred to from the Cold War ... Propoganda
We can’t even access the market for Battling Fake News,
because it’s so new, it’s mostly Governments spending secret budgets on utilizing the few tools like DM’s available to them that effectively help them combat Fake News.
Best we can do is look specifically at AI in general and the numbers and growth trajectory is staggering
The Global AIin Military Marketis estimated to reach USD 18.1 Billion by 2024 at a CAGR of 14.9 %.
The Fake News AI segment is still such a small space, and if investors in DM doubt the power of Fake News Fighting AI ask yourself how the heck DM is bidding on the many of the same contracts as the likes of a frickin Palantir which is a $40-50B MCap Company
Unlike DM’s entrance into the Covid-19 Test Kit Procurement business in which the market players are vast and growing quickly and I will mention DM’s exposure to risk in this segment is near zero because they can walk away any time they choose, because they only procure test kits and don’t manufacture.
DM’s Core AI Technology on the other hand is LinchPin Technology that they do manufacture, and a market not easy to enter, and occupied only by relative few that have technology sophisticated enough that militaries will consider looking at.
This is what will deliver long term exponential growth & significant value for DM and its shareholders, only deterrent for some is the lack of transparency with DM in respect to reporting contracts in both the AI side due to secrecy issues and the CV Testing side due to discretion, in this respect shareholders are required to see the Forest through the Trees, and have the patience to gain comfort from financial report that grows more robust with every quarter.
I find this a pretty easy scenario to live with , looking back one year ago and when things didn’t look so rosy to put it mildly :-)
This is exactly what a company turnaround looks like in my opinion.
Here is some good insight
https://www.cbinsights.com/research/future-of-information-warfare/