Monday’s update was raw, unfiltered and chock full of information. it was great! I did miss seeing marshall though. his unassuming manner while talking about meeting with the likes of nato, dod and usaf has always put me at ease. I have certainly met people that bragged much more about smaller achievements! Many updates were given, but one of the more noteworthy to me was marshalls reminder of his commitment to us shareholders to appreciate the share price.
i have been doing daily dm searches for over a year now. I, and am sure others, have all seen sites like wall street bets, macroaxis or others that list concerning signs and/or red flags for dm. surely these turn some investors away. maybe these same “red flags” also keep institutional investors from being able to invest? You come across one or two of those your search… idk I am not an accountant or analyst and am too cheap to pay find out exactly what these issues are. i assume they have something to do with ronin though. i do know however to search for and read these independent analyses and differentiate them from obviously paid for articles, as do many others. many other sites currently offer no or incomplete analysis. maybe this is better for now? soon these sites will only be able to give an analysis for a company that has a great balance sheet and excellent revenues in a rapidly growing sector. enter the road show, and you would be almost foolish not to invest.
one of the best things about dms current position to me is the cash on hand. I believe marshall said they could operate for two years on that alone. that doesn’t even include any cash they could be banking in these next few quarters. so even if testing did stop tomorrow, as some here would have you believe, dm could continue to operate and improve its technology to suit its current customers and continue expand their cliental through the near term. we know this is most likely not going to be the case so the testing revenue will continue, as will the connections marshall and dm are making during this time. i find it hard to believe that an intelligent, personable guy like marshall will not land some ai contracts within some of the testing cliental.
by getting “the books cleaned up” he is readying dm for the lift off we all have been waiting for. in the interim I continue to accumulate what little I can during these dips. my life situation has changed recently as I have moved back to “little farm”, 70 miles from work, to help my ex in her battle with pancreatic cancer. so if sometimes I come off wrong, especially when I bang things out too quickly please forgive me. I am a little short on time and money these days but still want to participate.
dm has so much going on I expect this year to be good for all us longs!!