DD on what DDC has got going for itself: Operational Contracts:
Beausoleil First Nation (BFN) --> --> Sparrow, ~$10k/mo.
Georgina Island First Nation (BIFN) --> Sparrow, ~$10k/mo.
DSV Route ---> Sparrow, ~$10k/mo. (Started Oct 2019, ongoing for 15mo. and will be renewed with successive one year terms unless contract formally terminated)
*** Dec 10th 2019 - Moose Factory Conditional funding approval of ~$2.5m. Still NOT commercialized. Let's hope it does at some point. Thank you Michael Scott for bringing it to my attention***
Future Contracts:
Drone Express using Condor. Start date TBA, but scheduled to start in early summer. Condor price is ~$20k/mo. (but undetermined)
Advanced Stages of Possible Contracts (LOIs): LOIs are more than a just a firm handshake. They take a lot of time to come to agreement on and show equal interest from both parties to work together.
Sep 28th 2020 - Astral Aerial (Kenya, currently got selected to help deliver vaccines, search astral aerial vaccines). LOI states they plan to work together to find use cases for drones in Kenya working with heir regulatory board.
Nov 12th 2020 - CSC Group in India (massive population, top 10 GDP in the world)
Nov 24th 2020 - Drone Express LOI (Canada)
Dec 3rd 2020 - Apple Express LOI (Canada)
Dec 10th 2020 - OEC LOI (Canada)
Dec 15th 2020 - IDP LOI (Canada)
Speculative/Rumours:
Search "The Canadian Company Towering Over Big Tech in This Booming Tech Market" by Value the Market. In this paid article it states MZ and DDC is in advanced discussions with over 50 companies.
Search "Drone deliveries: Coming soon to a property near you?" by renx --> Article states "Several “big-name” real estate developers Zahra declined to name have asked Drone Delivery Canada to analyze proposed development sites to ascertain whether they are drone-friendly."
March 29th 2021 - ARKX ETF fund released. Delivery Drones is one of their big ideas. We will see if they will save a spot for DDC within it.
Industry Connections:
Air Canada Selling Partner --> 150 000 routes with AC Cargo. The cheapest route per month (using the sparrow) is about ~$10,000k. If DDC can use a fraction of that amount of routes. Amazing. if it uses all 150 000 routes that's a minimum of $1.5b in revenue. God damn. This does not include any future potential revenue streams from licensing out software, consulting etc.
Nadine Miller --> Industrial Market Segment (mining and transportation segment) with experience in AI. VP at JDS Energy and Mining. Prior, worked with Bantrel/Bechtel and SNCs: Lavalin Energy and Mining.
Steve bogie --> VP Flight OP and Tech. Experience with Air Canada and Air Canada cargo.
***Numerous other connections such as members highly connected with capital markets, financing and global markets and regulations. Each with years upon years of experience in their fields. All highly educated and decorated***
Where is Condor/Robin XL?
Nov 18th 2020 - Robin XL Testing Announcement "Commercialization in support of COVID-19 related activities and also remote area deliveries would commence for 2021 projects once DDC has completed testing, expected over the next 3 months" --> 3 months from publication puts us at Feb 18th. So I expect Robin XL release very soon.
Oct 29th 2020 - Update on Successful Condor Testing "Commercialization in support of COVID-19 related activities and also remote area deliveries would commence for 2021 projects once DDC has completed testing, expected in Q4 2020." --> Testing should be completed, and I expect they are finalizing all their information. Crossing the Ts and dotting the "I"s so to speak. I expect condor release very soon as well.
Forward Looking Revenue Streams:
Jan 28th 2021 - Implementation of A.I. to monetize data collected by drone paths for weather or traffic and numerous other data points to sell.
Their FLYTE system can and will be licensed out to different logistics companies that either have drones but not the software required. Or to logistics companies that need the full package and don't have time to go through all the bells and whistles of regulatory approval for commercial drone operations.
Nov 10th 2020 - Phase 3 of AED on the Fly completed. We may start to see some DDC drones used for medical purposes in rural areas commercially this year.
Oct 15th 2020 - Joint Research project with U of T and Ford Motors attempting to have drones land and take-off from moving vehicles. The applications for this can be endless.
July 9th 2020 - Commercial Entry into the U.S. --> Only a matter of time when they finally enter into the U.S. commercially. I hope to see it this year.
Oct 29th 2019 - Partnership with Edmonton Airport --> "“They were looking for a drone logistics partner and we were their natural choice given our advanced system, well beyond what anyone else in our industry can do. This is an exciting new industry so everyone should pay careful attention and look to participate." - MZ
***Please do your own DD. I may have missed critical aspects but this is what I have so far. Please take your time to read it and explore further Enjoy family. Long and Strong with DDC***