PERSONAL NOTES FROM DM WEBINAR 04 MAY 2023...Disclaimer: These are my personal notes that I took during the DM Webinar call. Do not depend on them for accuracy or for any decision making. They are provided as entertainment only. Seek direct confirmation from DM regarding anything that has been written here to ensure accuracy.
Marshall speaking the entire time except when Charles was introduced:
04 May 2023
DM Webinar
Discuss Fins 2022
An introduction to make
Strategic Directions – Months and Years
In depth updates
Analytics GPT
Medi-Call
DMEVS
Highlights of Fins as posted
Losses
Some losses
Not operational
None cash items
Depreciation
Investments
Accrue loses now so don’t need to do it that in the future
Some due to AP and will be reversed when invoices come in
Introduction to Charles Park – now COO of the company, former CEO of Nexalogy
Charles has been with DM since last November 2022
Charles is encouraged and his role is to tie value and potential for growth
High level - Strategic Direction – 3 points
Analytics GPT released
Summer full release
Overwhelming demand
Good development
Globally AI predicted to be $515B in 2023 and $2T by 2030
DM is well positioned in this industry
DMEVS
[Can’t read my handwriting]
Why? 98%of CND Market is untapped
20M EVs estimated on the road by 2040
Health Care
Better suited to be run on its own
Spin out
To boost DM’s balance sheet
Look for more news
DETAILS
AnaylyticsGPT
Introduced earlier this year
Ease of use and more accessibility
Overwhelming positive response
Adding more companies to the beta testing
Both public and private companies
Been in the public market
There have been many requests for test drives and presentations
As it progresses there will be more videos and content
June – access
Price points coming in the July timeframe
Strategic and tactical release approach
Full release date for the summer is on track
Both Public and Private companies
Intend on overseas sales as well
Korea AI Trade Show – more interest over there than we can handle
Had 5 days and 20 slots
Going earlier and staying longer
Booking slots before and after
Transitioning for use in the private sector
Canada and US
Small and bigger businesses
DMEVS
Installed at strip malls and hotels
Installs at 3 luxury hotels and are in meetings for 2 more installs
In talk with more installs at hospitals, schools, hotels in downtown Vancouver
Focus there then expanding into BC
This is where DM has the largest foothold
There is interest right there
Capture there then move across the markets
EVAR – strategic partnership with DMEVS
Joint technical development for mobile work with EVAR and this may start as soon as September
Collaboration strengthens DM by working with Samsung/EVAR
There is value in integrating AI and tech – it brings greater value
Medi-Call
Seen 38% increase in demand
Expansion
Price positive
Accessibility
International student agencies – only working with one so far and there are 2 more we will be working with in the next couple months, increasing numbers.
Integration of Imagine going smoothly
Vancouver clinic opening soon and is coming along well
Spin out would definitely boost DM’s balance sheet
Would result in 2 successful companies instead of just 1
Questions and Answers
What are the AnalyticsGPT price points being considered?
Usually see either one of the following 2 scenarios
Clients using it every so often (one per month or so)
Clients using it every 5 minutes (all the time regularly)
SAS model will well serve the clients who use once a month
The other is the Enterprise Model
On site installation
Data consumption
Speed/time – the higher each of these the more expensive the subscription
Who are DM’s clients in the government?
DRDC
Canadian Armed Forces
USA Armed Forces
Health Canada
Can’t disclose others at this time
Are in beta testing inside government (clients)
You can go to the “IDEaS” website and see who the contract authority is
How are you going to generate revenues in the EV model?
Chargers has installation revenues
KW used revenues (can be higher revs here and may be split with the client/company or do it all ourselves – depends on the negotiations)
Parts [cant read hand writing]
...DYODD...