RE:RE:Time to get on marketing.In response to the various questions raised:
- Is DM undervalued? This is increasingly difficult to assess as C-19 income has come to an end and that the last contract announcement was in early February (3.5 months ago)
- Does the future looks bright? A number of interesting initiatives are on the way but none has meaningfully gained traction yet, including eHealth which started 2 years ago, dmEVS which started last year and AnalyticsGPT which has been piloted since March. Besides this no new NexaSMART contract has been announced in a while and, despite IDEaS Milestone 2 having been announced as having come to an end (early April?) we still have no clue as to the true income that 12 month milestone will have generated. So, yes, the future notionally looks bright but without real data it's becoming increasingly difficult to assess the future;
- Are Insiders heavily selling? Not meaningfully BUT they've, only 2 weeks ago, been given HUGE options incentives at close to DM's past years historically low sp. In short, I think their bets have been hedged, contrary to retail investors;
- Is DM Fundamentily improving itself? In terms of diversification, yes, although the proof will be in the pudding (i.e. I'm yet to be convinced that the eHealth and dmEVS verticals will generate as much income as if DM had, rather, pursued a purer NexaSMART/AnalyticsGPT-type approach and kept a larger portion of its C-19 generated cash).
- Is it a good time to accumulate or should potential investers wait till news brings DM to .12 /.15 before jumping in? Well, if I'd been given a stash of stock options at 0.08 I'd certainly be content with accumulating but, at this point, given the rather LONG anaemic sp stint and lack of concrete contracts/income news, I'm not sure chipping in more of DM at 0.08 is a better bet than other businesses, which may be demonstrating more short term positive sp potential.
I don't mean to sound pessimistic but the lack of what I consider to be concrete news, of the past months, alongside a relentlessly declining or moribond sp, increasingly make it difficult to update DM's DD. In turn, this leads to negative sentiment - noting that leading into the former part of Q2 2023 I remained rather positive but am now looking at hedging my bets a bit more.
My two cents