RE:Discord (June 8th 2022) preliminary feedbackCorrection. Should have read June 7th...
Resilience19 wrote: Quick (noncomrehensive) notes on today's Discord call - others welcome to chip in:
1. Reverse split. MG was quite adamant that there is NO/NO RS talk at DM. Will NOT/NOT be raised in the AGM and will never be addressed in the future. I think this was quite clear and no need to revisit as a concern;
2. Andrew Ryu's departure and SK contracts. No impact. Ryu left to address personal issues but remains invested in DM and is around to assist when/as needed. SK contracts ongoing not expected to be affected by Ryu's departure.
3. Medicall. Had a long discussion on Medicall. I won't touch on it here but if someone else wishes to do so, it would be most welcome.
4. TSX uplist ontrack. In final miles in exchanges with TSX - answering questions etc
5. Perspective drone. LOI (Feb '21). Does deal (still) make sense and does DM carry on? Yes, DM still considering - but did not appear very promising (from my perspective).
6. M&A. DM still actively looking at M&As.
7. Graph Blockchain. Spun out of DM years ago. DM holds stock and has interest in BC succeeding BUT they're a standalone business.
8. CANSEC22 and IDEAS Marketplace. Events took place in Ottawa last week. Good networking opportunity for DM.
9. EV. Extraordinarily successful and DM looking at it hard.
10. COVID. Touched on this in broad strokes. Prices and margins have stablized. Missed a bit due to other commitment.
11. M-o-M increase in AI revenu. Yes, definitely (i.e. EV)
12. Most exciting thing. Phase 1 of righting the ship from a couple of years ago is well on board (i.e. great contracts and clientels, cleaned books and cash in DM pocket). Phase 2: Will pour everything into it (i.e. AI everywhere). DM has finances, staff and market to do it. DM is executing on that right now (i.e. Medicall, goivt contracts etc). That's where it's going (right direction) and that's what's keeping MG exciting right now. All chips falling in place - super lean, efficient, adaptable organization. That's where DM is.
Touched on a number of other issues (i.e. DND contracts, NATO bidding, Space Station contract, material news etc) but nothing particularly concrete.
Lots coming out on Medicall, EV and govt contracts soon.
Lastly, will be back on Agoracom, hopefully in the next few days or within a week or so.