Datametrex AI Ltd V.DM

Datametrex has been "Derisked"...

[wildbird1]

1) Q4, 2020 had an increase in revenue of 264%.

2) For Q1,2021 you can easily assume from the Pressreleases that revenue could top over $10 million, an increase of 1000% over Q1,2020($800k).
$10 million will be almost as much in just one quarter as in the entire 2020 year revenues($12 million). (That alone will be very very big).
In the last video M.Gunter said about Q1 numbers " Everybody is going to have a very very big smile on their face".

3) Q2 revenues...

- M.Gunter said " Testing is accelerating and doesn't show any signs of stopping"( an increase in the number of tests each month).

- The Antigen test approved by HC on March 23,2021 is a point of care rapid test with results in just 10 minutes(Good for Doctor's office, Pharmacy, Small Companies...)
M.Gunter said in the Deep Dive Video April 6, 2021... Time 6:00 " We have already brought in several Purchage Orders on these tests, these orders came in immediately" (Look's very promising, another increase in the number of tests sold each month).

- PressRelease April 26, 2021.. DM & SCRN will process Covid-19 testing with the largest Film & streaming Company in Vancouver(one more increase in test sold each month).

- Pressrelease May 10, 2021...SCRN will provide testing( DM Tests) and screening to Korean Air Line Co(one more increase in tests sold each month).

You can see that a lot's is going on in Q2,2021 and Q2 numbers could be as great or even greater than  Q1,2021 numbers.

With the very very big money coming in you can bet your shirt that the AI  side of DM business will greatly increase ( Money is Power).

As for the SP going down, it doesn't change anyting to DM fundamentals, you invest your money on the future revenues not on the SP fluctuation.

PS: At any time during Q2,2021 a big testing contract or a big AI contract could come out and blow the SP to record hight.

All in all lately DM has been "Derisked", and I feel much more confident about my investment in Datametrex.

[ibsn4512]

Nice re-cap! My only disagreement is that I believe Q1 will beat 2020(Full Year) top line sales by at least 20%.

[Leonovus2017]

I would gauge $8m for the quarter , which is still a good value. Hoping for higher of course... just being realistic 

[mrmonopoly]

Well the way I see it, the back of the envelope math is this: DM received approx $4M for 23k test kits in Q4. That's $173.91 per unit. According to SCRN, they conducted 90k tests from January through March. If it can be assumed that every test conducted by SCRN was sold by DM, then DM would receive $15.65M in revenue from these sales. Main assumptions here: 1) no change to cost per kit 2

[ibsn4512]

Your assumptions are sound, as that contract was $20MM, so $16MM left to run on the deal going into Q1!

[TorlifTostorson]

Ok, if we assume DM could have made really something close to $15 million revenue in Q1, what would that mean for the shareprice, if we also include 60 million new shares for the target acquisition? 0,40 0,60 0,80 1,00 I think something close to $0,60 would be fair. What are your assumptions? Best Torlif

[MoreUpThanDown]

Further to Torlif's post, the result of acquisition of target shouldn't just be dilution of 60M shares, there should be value that comes with it which should also affect the share price positively. Noting the deal is not finalized yet... just saying there should be value added to the sp due to the Target deal, if finalized.... All IMO. DYODD.

[swyint123888]

My estimate would be swayed by how much quarterly revs Target brings to the table. If under 1 million the market may not think much about that deal and write it off to the longer term growth category....you know show me what you can do Target, check back with you in a couple quarters On the brighter side seeing as it's totally logical that Q2 comes in even better with the addition of Netfilx

[TorlifTostorson]

Ok, we have 0,40; 0,50 and 0,60. Who is even more bullish? Best Torlif P.S. Just preparing my good night dreams, with some beautiful shareprice assumptions :)

[JWING17]

Your Dollarland statements all the time...should put you to sleep.

[WalkingDead01]

Hi Torlif, With $ 15 million revenue in the first quarter, my conservative goal is 0.80 in June and $ 2 ++ with another $ 15 million more in the second quarter.

[TorlifTostorson]

Thank you @WalkingDead. By now you're the leading bull at DM BB! Anyone else with some price assumptions? Best Torlif By the way @WalkingDead, I like your assumption a lot :)  

[MoreUpThanDown]

Hey Torlif, tell you what, I'm guessing it won't be $0.22...

[TorlifTostorson]

Ok, we have now: > 0,22 0,40 0,50+ 0,60 0,80 (with Q2 even $2++) All these numbers sound good to me. It is just three weeks to go and we'll see, were we'll land. All of you, have a great afternoon. Best Torlif

[CndFabs]

Im going to be on the conservative side based on what I've seen the past few weeks. So ill say we'll see a .36 sp after Q1 financials are out. However if we have a good AI news just before Q1, then I say .48 sp. Either way, I'm long, long, long on DM.

[Markhamjohn]

I have to agree with CdnFabs.  I'm on the low side becuase we still have to prove the actual 1st. quarter revenue.  The market has become very competitive and so we don't know if they have been able to maintain pricing on testing.  Also, DM has lately been underperforming on what we all thought was decent news on the annuals.  (less than expected bang for the buck

[Bentley2000]

When will the results of 1/4 one be published??

[MoneyMKR72]

May 31st at the latest but could be anytime 

[MoneyMKR72]

..and according to SCRN's latest NR's, Q2 should be even better.

[Leonovus2017]

Torlif, i figure 40cents only because the market is slow lately. $1 if hype returns

[Resilience19]

As early as January, I expected DM would have hit 0.40 by Q4 2020 and 1.00 by Q1 2021... Given that I'm clearly not very prescient in determining where the so will go, I now risk a 0.40 prediction on a conservative $12M Q1 revenue. At this point, simply trying not to be unduly optimistic....

[swyint123888]

I'm somewhere between your estimate and over 14 million and here's my logic 24,000 test sold in Q4 for 4 million in revs = 166 per test Pretty sure through updates and such we know there has been 90,000 tests for Q1 If the 166 holds up it's 14,940,000.....your number also sounds logical for some reason as well, just be nice to squeeze that 8th diget out of it So to me the million

[Joe455]

A lot more upside than downside.

[Yeehaw1]

well said!!!!  

[TorlifTostorson]

Thank you @wildbird, for putting these together. And these facts, are good reasons for me to stay and look forward to the ride we'll have this year. Be patient and be rewarded :) Best Torlif