RE:RE:RE:DISCORD MP3 Audio only if preferred Yes thank you Judoka4eva
I appreciate the time you sacrifice doing this service for fellow shareholders, hopefully DM at some point starts providing these recording on their website perhaps.
I was somewhat surprised to hear they have hired a IR/PR boutique also , they must not be a very high profile group or you would think it would have been newsworthy.
Oh well Rome wasn't built in a day.
The main takeaways for me off the top of my head was:
1) I was right that there was some significance to DM timing of announcing increase to NCIB the day after the President of S.K. Left Canada after his two day visit to sign a M.O.U. To collaborate on AI for security and that MG clearly said while he doesn't sit down for dinner with the S.K. President , as far as the Canada side of AI Research that is being referred to in this initiative, DM is right in the middle.
Plust clearly stating that the level & scale of deal flow Edward Choi is now delivering for NexaSMART in S.K. has demanded that DM send a team of closers to assist him and his sales team and that the latest $500K announcement with LOTTE was just a sample of what's coming.
2) very interesting that M.G. stated that the 7-11 RPA contract is very much alive and that it is actually being fused with:
https://www.datametrex.com/post/datametrex-launches-smart-factory-platform
This was music to my ears, although I may have started having doubts until just recently some poster here pointed out the LOTTE historical connection to 7-11 Korea
which for some reason I seemed to be unaware of , once I realized this and being aware of the high level relationship between DM & LOTTE, dashed any doubts I was having, how Marshall spoke about it today was all the assurance I was looking for.
3) How he spoke about their goal for MediCall Telehealth made available to corporations beyond the film and tv production industries far and wide across Canada plus Government entities like Veteran Affairs, was the kind of bold outlook I wanted to hear.
Yes I can accept that some things in the growth of a multi-vertical enterprise like DM might not come to fruition, and recognize the often complained about risk of over promising and under delivering , but dangnappit , I can find lots of micro caps to invest in that play it safe and not take chances , but I'd rather be invested in a group that shoots for the moon even if they have to settle for the stars.
Case in point: Covid Testing.
They threw their hats in plenty of rings going after massive contracts, but they ended up with a high end niche portfolio providing a white glove nimble service to the Film and TV Industry and that execution carried them through the entire pandemic and delivered a dynamic balance sheet in a large scale post pandemic market downturn that most micro-caps would die to have.
The central bank cap on hiking rates is close at hand and I think there's a monster chance DM comes out the other end into this next phase of the bull market smelling like a rose.
I continue to accumulate here because I continue to know what I own, but to each their own..jmho
DM doesn't provide products people want, they provide products that people need....That's the difference maker that institutions are sure to pick up on in my books, just a matter of when , not if