SIM.v/SYATF +.015 to C$.465

Now we have to see some real sales by AT&T. They are in control of the sales campaign. Siyata used their recommendation for a US distributor.

Siyata IR says that AT&T is anxious to use the UV-350 to take customers away from other cell companies and Motorola Radio. Every UV-350 will generate a steady $50 of new monthly revs for AT&T AND possibly bring other commercial business.

In my dreams, AT&T subsidizes the upfront cost of the UV-350 to entice new customers to sign up. In return, they get monthly revs into perpetuity like the current Motorola Radio situation. AT&T may decide to put on a big sales campaign while they are the only seller of the UV-350. Verizon is testing the unit now and wants to be able to compete with AT&T for new customers also.

The beauty of this situation is a bit of a two edged sword. Siyata would have had difficulty mounting a real sales campaign to go after both First Responder municipalities as well as commercial fleets in the US. They would have struggled to finance the buildup of a reputable and effective sales force AND finance growing sales. The downside is that they have to give up control of the sales to AT&T and Verizon.

But the huge boost in credibility to have AT&T and Verizon present your product to big fleets OR traditionally ultra conservative municipalities is much more important at this stage of Siyata's development.

GDX +.24 to 22.87 Gold continues it's recent rally to around $1343. It's tried and failed to breach 1350 several times over the past several years. After all the money printing and now the possibility of more money printing by a suddenly dovish FED, Gold really hasn't proven to be a great "hard" money alternative. BUT I have faith that the politicians/FED will try to hide the truth by printing more money and extending the rally at any costs. Inflation has been remarkably tame, which might explain gold tame reaction to the money printing.

I could don my tinfoil hat and explain about government intervention in the markets but that's for other boards.

Gold at a turning point. Will it burst thru or fail again?

I have a tiny position in GDX options 6/21/19 $22 calls. Bought at .25, currently 1.07. Cashed at .55 and 1.01 today. Have my money back so we'll see how GDX does till 6/21.

Afraid Siyata is in "show me" category. Investors will have to see sales jump at higher margins to become believers. Going to take a few qtrs for real sales to add you. Getting approval from Verizon would help increase competition on commercial fleets side.

Finally! AT&T finally approved Siyata UV-350 for First Net use by First Responders. All other devices approved so far have been phones Huge opportunity to equip fire,police, ambulance,school bus fleets. AND AT&T sales will do all the sales work. Why would they promote this tiny company? Because AT&T expects half of new FirstNet subscribers will come from other carriers. New monthly revs.

GLD +1.38(+1.12%) to $124.71. Gold is having another good day, rising $15 to 1326.

GDX is the ETF for senior producers. That's up .72(3.36%) to $22.31

If the rally continues, juniors may finally respond. I hold Superior Gold, SGI.v/SUPGF, which is a Canadian junior operating in Australia. They bought a previous mine that has produced several million oz of gold for pennies on the dollar. They are producing around 100K oz/yr and appear to be returning to profits, after a couple of bad qtrs. Market cap is low for this level of producer at US46million. They have 3million oz of resource.

news flash from bear market territory!

Gold popped over $1300 this morning. While stocks have benefitted from the Fed money printing over the past decade, mining and commodities have been in a terrible bear market. Ask me, I'll tell you! LOL!@

The world still needs metals to make things, especially high tech and energy efficient things. But mining stocks are in the dog house.

This could be the start of a pop in gold. We'll see if it can move above $1300 and hold it for a few weeks.

Then, if that happens, maybe mining stocks will move up. Miners are trying, less successfully, to emulate the oil and gas producers who are consistently lowering costs. So the number of profitable miners is a much smaller percentage than in energy. Mining hasn't had the same kind of technological revolution as fracking brought to energy.

GDX +.80 to 21.58 +3.9%

On Q1 conference call, CEO says AT&T approval is imminent and expects sales of UV-350 in US by Q2. So in the next 5 weeks, we should get a pr saying AT&T has approved UV-350 for US sales. Was very optimistic on call, saying a few US companies have tested and were all positive about device.

Been waiting several years for this to happen. CEO said US approval was much harder than Canada, Israel, etc. Said AT&T was very protective of their network and so required many revisions to hardware and software.

Verizon also testing but expected to approve soon after AT&T.

CEO says US markets many times bigger than any other so expecting 100K units/yr once they get going. At $1,000/unit, that's $100million/yr opportunity, which would be massive for Siyata.

Should find out pretty quick if he's blowing smoke or finally right about launch.

Missed Siyata conference call but someone reported on Stockhouse that CEO says AT&T sales should start in Q2. That's in the next 5 weeks! We are close to the start line! But they have promised this before. What can be holding up AT&T??

Stock is doing ok on low volume. +.035 to C$.435.


https://finance.yahoo.com/news/siyata-mobile-reports-3-04m-221138230.html

This is slightly better than I expected. The launch in their previous main market of Israel probably helped. Conference might shed some more light on WHEN they launch in the US. That is all that matters now.


Siyata Mobile Reports $3.04M in Q1 2019

2019 News, Siyata Mobile | Thursday, May 23rd, 2019
Montréal, QC – Siyata Mobile Inc. (TSX-V:SIM | OTCQX: SYATF) (the “Company” or “Siyata”) announces that it has filed its 2019 Q1 financial results and will hold a conference call on Friday May 24th, 2019 at 09:00 AM EST to discuss the results and provide a corporate update.

2019 Q1 Financial Highlights

Revenue for the quarter was $3.04M versus $3.02M in Q1 2018 as higher 4G portfolio sales begins to replace end of life 3G portfolio
Q1 2019 gross margin of 28%, a slight increase over Q1 2018 of 27.8%, as higher 4G GM begin to offset lower 3G GM
Adjusted EBITDA is negative $929,333 versus negative EBITDA of $833,000 in Q1 2018, due to an increase in SG&A of ~$110,000
Cash on hand of $5.1M and working capital of $8.5M includes $1.2M in advances to suppliers for 4G inventory
The Q1 2019 portfolio sales mix consisted of 60% 3G and 40% 4G representing the highest percentage mix of 4G sales in a quarter reported to date. As a comparison, in 2018 3G accounted for 80% of sales mix and 4G represented 20%.

With the upcoming US Launch of the UV350, the Company anticipates that 4G device sales and accessories will soon begin to dominate the portfolio sales mix, leading to higher revenue and continued increases in 4G portfolio margins and company-wide gross margin. With the major expenses accounted for in the launch of the UV350, coupled with the existing carrier sales channels and infrastructure in place, the Company does not anticipate significant increases in SG&A for the launch of UV350 through US Tier 1 carriers and other strategic distribution partners.

Marc Seelenfreund, President and Chairman of Siyata Mobile states, “Although the last three quarters have been relatively flat due to declining 3G sales, we have now launched our 4G portfolio with four leading carriers, including Bell Mobility, Motorola Israel, Pelephone and Partner Communications which are now beginning to see momentum. The US launch is now imminently upon us and represents an opportunity many times the size of all our existing sales and distribution channels combined and we are excited to be updating our shareholders very shortly on this highly anticipated roll out.”

The Company has been working with Tier 1 US carrier sales teams in numerous jurisdictions and first responder counties in the United States, completing installations and trials, in which orders are expected upon commercial launch. The Company and its carrier partners continue to see growing world-wide demand for 4G/LTE PTT devices in all verticals of the enterprise market including the “in-vehicle” category.

The Uniden® UV350 is the first and only dedicated in-vehicle smartphone to bring carrier grade PTT, voice, GPS, video and other data applications in one single device allowing drivers to keep their “eyes on the road and hands on the wheel.”

Safe and reliable communication is imperative for first responders and public safety professionals that are required to operate vehicles. The UV350 is the first 4G/LTE vehicle smartphone with carrier supported Push-to-Talk (PTT), voice calls, and data applications all on a perfectly sized 5.5” horizontal screen. Always connected and always powered, its dedicated microphone and speakers bring crystal clear extra loud sound quality, with the added benefits of extended cellular and GPS coverage to provide unprecedented in-vehicle cellular coverage on a nationwide network.

According to the United States Department of Transportation, in 2016 there were 3.5 million First Responder vehicles and 9.7 million commercial vehicles in the United States. Siyata is the first and only company to offer a dedicated in-vehicle cellular solution for the next generation of fleet communication in North America.

The company will hold a conference call on Friday May 24th at 09:00 AM EST (06:00 am PST) to discuss the Q1 2019 results, along with a Q&A session with Siyata Mobile CEO and Chairman, Marc Seelenfreund.

Details of the conference call:

Date: Friday, May 24, 2019
Time: 9:00 AM EST / 6:00 AM PST
North America toll free dial-in number: 1-866-521-4909
International dial-in number: 1-647-427-2311

There will also be a playback of the conference call, available in MP3 format by contacting investor relations below.

SGI.v/SUPGF +.06 to C$.71

Superior Gold is operating an old Australian gold mine that was given up for dead. Acquired mill and land for pennies on the dollar. Has another mill that can be started for minimal capex. Had several qtrs of declining grade that caused losses. Brought in new, experience CEO recently and is attempting a big turnaround. Has 3million+ oz, most not reserves but definitely decent potential and is on pace for 100K oz/yr.

Current market cap is around US$50 million. Very low. Q1 shows lower costs and higher grades. Still needs more work but definitely a step in the right direction.

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2072-tsx-venture/sgi/61967-superior-gold-inc-announces-first-quarter-2019-financial-and-operating-results.html?utm_source=newsletter_576&utm_medium=email&utm_campaign=junior-mining-news-for-date-b-j-y

I wonder if oil could get a pop from global tensions.

https://www.bnnbloomberg.ca/saudi-arabia-says-oil-tankers-attacked-as-iran-tensions-rise-1.1257586?spUserID=MjQ3MTk5MzY5NTYS1&spJobID=1463695356&spReportId=MTQ2MzY5NTM1NgS2&spMailingID=26699175

If Iran is about to get dramatically lower revs from oil, maybe they raise tensions to increase the discounted price they are getting for their oil thru the gray markets? Or they get desperate and really do close off the Gulf or Hormuz? Iran + Venezuela could equal higher oil prices or not. US would really start pumping if prices rose above $70!

ACRX is still a binary bet that mgmt can get industry acceptance of Dsuvia. Obviously the market expected/hoped for a miracle amt of revs to show up in Q1 after 19 whole days for the company to sign up health insurance plans, hospitals and get doctors to prescribe a new drug.

We don't know if ACRX will succeed. That uncertainty led to a selloff today after ACRX showed a small amt of revs in Q1.

Investors have to review and decide for themselves if mgmt will succeed over the long run. The sellers today don't have any special abilities. They don't know if ACRX will succeed next month or next year. They could be right or lose out on a big winner.

It's too early to tell.

Investors have to review the available info and decide for themselves. What happens today or tomorrow with the stock price won't matter. What happens with the sales reps matters.

One set of financials from a year ago is not enough.They need several more quarterly reports before the stop sign goes away. There should be more coming

SGI.v/SUPGF +.04 to C$.62 updated reserve/resource report plus update

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2072-tsx-venture/sgi/61624-superior-gold-inc-announces-further-growth-in-mineral-reserves-and-resources-and-provides-an-operational-update.html?utm_source=newsletter_571&utm_medium=email&utm_campaign=junior-mining-news-for-date-b-j-y

I've always wondered if Gann purposely let the stock slide after the lawsuits were filed to downplay any profitability at the clubs. Seems like the stock has suffered since that timeframe. Company was profitable and future looked promising, then he raised his salary and things have gone downhill since.

Reading thru 10q, Scores has definitely had big trouble collecting from franchisees and even himself!!!!

this company has been producing palladium for a long time. After Palladium almost tripled over the past three years, they are finally profitable. I question the big runup in Palladium. I expect automakers will look at substituting platinum for palladium in auto exhaust catalytic converters over the next few years and palladium will settle back down. If that happens, North American Palladium will struggle to make a profit, as has been the case over the past decade.

I knew that 3g sales would get hurt by the new product intro. I just wish ATT would get off their snail butt and approve the uv350 for US sales so they could finally launch. This is like watching that old movie 'Failure To Launch!

Q1 earnings coming 5/8. The update on progress there will be crucial to near term stock performance. The formulary wins have been significant, with most major health insurance plans including Dsuvia but hospitals will be where the actual units will be ordered and used. Not sure how long it takes for hospitals to start ordering and using the drug. Looking forward to update at the Q1 earnings conference call.

SGI.v/SUPGF C$.62 bought a small stake in Superior Gold. Superior has had a rough year. They have underperformed their own forecasts due to a variety of reasons. They have fallen from the C$1.50 range a year ago and bottomed around C$.45 a week ago. Recently they announced better prospects for the coming year. They produced around 22K oz of gold in Q1 from their Australian mine vs estimates of 25K-27K. Grade was lower than forecast and that followed a subpar Q4.

So why buy? It's cheap!

98+million shares outstanding on the Canadian Venture exchange. At today's price of C$.62, that's a market cap of ~US$45million. They look to be a legit 100Koz/year producer.

Why is it so cheap? Underperformance in oz produced AND grade. Reserves are relatively low at 150K. Resources bring total oz closer to 2 million but obviously need a lot of drilling to confirm that total. However this mine has produced a huge amount of gold and the inferred and M&I should convert fairly nicely over time.

Company will likely report a loss for Q1 of ~2million. But cost cutting and better grade control should boost production to the 27K/qtr by Q3 and get them back on a profitable path. IF they can produce .03eps/qtr, this should be well over C$1. IF gold goes on a rally, this stock will really look like a bargain. BUT lots of IFS and proving to do by the company before the market will embrace them again.

Here is latest presentation:

https://www.superior-gold.com/investors/presentations/2019/

ate.v/atbpf +.01 to C$.325

I've been surprised by the selloff in good.v since earnings. Sales were up big,as expected from the acquisitions, and there was positive ebidta. Stock had a huge runup from last fall so hopefully just profit taking that will subside over the next few weeks. Because of the size of the market,this could be big down the road.

Good.v -.085 to C$.435

Goodlife Networks 2018 results showed C$20+million total revs after acquiring two companies and loss of 2.2million. Run rate is C$40million and company has forecast C$60million for 2019.

In the P&L, there is a line item for transactions of 3.7million. If those are one time expenses for acquiring the two companies, then Goodlife could return to profitability in 2019. The acquisitions popped top line revs but also dramatically lowered gross margins from 45% to 29%.

Looking forward to Q1 to see how sales have done AND the impact of gross margins on profitability. Based on company provided comps, Good.v is undervalued by a big margin. But they need to keep growing AND show that profits are possible with the new mix of business.

https://stockhouse.com/news/press-releases/2019/04/04/good-life-networks-doubles-yoy-revenue-to-over-20m-in-fy2018#36Duk4b0JSY7w4YD.99

SIM.v/Syatf C$.55

and so it begins........


Montréal, QC – Siyata Mobile Inc. (TSX-V:SIM | OTCQX: SYATF) (the “Company” or “Siyata”), is pleased to announce it has received its first purchase order from a Tier 1 US Cellular Carrier, for its flagship Uniden® UV350 marking a significant milestone for the Company both as an official vendor to the carrier and receiving its first order from a major United States customer.

The Uniden® UV350 is the world’s first vehicle 4G/LTE smartphone with crystal clear quality, carrier grade PTT, voice, text, video, and data applications built into a single device, supported by a nationwide network. Features built specifically for the needs of First Responder and commercial fleet vehicles, allow drivers to keep their eyes on the road and hands on the wheel.

Marc Seelenfreund, CEO of Siyata Mobile states, “Siyata is not only first to market but has created a completely new device category, likened to the rugged phone, the rugged tablet and feature phone categories all which sold millions of devices through Tier 1 U.S and global carriers. The UV350 represents a completely untapped yet equal opportunity which meets the needs of First Responder and commercial vehicles around the world and we are excited to be included in the ranks of the leading global cellular vendors.”

Details of the commercial launch will be announced shortly.

According to the United States Department of Transportation, in 2016 there were 3.5 million First Responder vehicles and 9.7 million commercial the United States. Siyata is the first and only company to offer a dedicated in-vehicle cellular solution for the next generation of fleet communication in North America.

About the Uniden UV350

The Uniden® UV350 is the first 4G/LTE all-in-one in vehicle fleet communication device that delivers crystal clear cellular voice calls, Push-to-Talk Over Cellular, data applications and more. This device was designed specifically for commercial vehicles ensuring safer communication for professional drivers.

For more information visit: https://www.siyatamobile.com/uniden-uv350/

For the UV350 spec sheet visit: https://www.siyatamobile.com/wp-content/uploads/2019/02/Uniden-UV350-SellSheet-v2.pdf

To view the UV350 in action, visit:

ATE.v/ATBPF C$.28

https://stockhouse.com/news/press-releases/2019/03/29/antibe-therapeutics-announces-commencement-of-phase-2b-dose-ranging-efficacy

This should be a fairly short trial. Antibe did a similar study but with fewer participants. This trial is intended to define the optimum dosage for the crucial phase III trial that Antibe intends to partner with a big pharma company that will eventually market the final product.

re: Good.v

The big question is can they hit anything close to the $60million annual run rate and what will the P&L look like when they post financials.

If everything looks good, this might head much higher. Comps in the industry are valued a lot higher but Good.v probably not as well known because it just bought those two companies AND it's Canadian.

My average cost is up to C$.367 but still happy with current C$.495 closing price. Bottom was around C$.10 in November 2018. That would have been sweet! Please sound the alarm sooner next time!!!! LOL!!!!

wonder if the 20% cap includes the shares for debt transaction that just took place. Must not. They already hold over 20% just from the debt deal.

guessing that Delek is going to be the best source of info going forward, just as they have during the past year. They appear to take their responsibilities as a public company seriously AND this little sortie into the Gulf is a minor part of their overall plan so they don't feel pressure about the results of TAU.

I think GSPE mgmt is sensitive to "pumping" the stock and wants to avoid that situation and stay low key. I get the feeling mgmt wants to let the facts speak for the company and so far they haven't had significant news to share.

Obviously all us stock holders want as much news as soon as possible.

sim.v/syatf +.04 to C$.55

Siyata has a nice day on no news today. Volume a little above average but not tremendous. Bid size is definitely a strong point with several times the size of the asks.

So why now? I'm guessing investors are anticipating AT&T approval and a sales campaign kickoff PR.

It's obvious that AT&T is close to announcing their approval because they allowed Siyata to use their name in the PR about the last wireless conference AND demonstrated the UV-350 in their booth. They have had the UV-350 listed in their catalog for several months but it's listed as out of stock. Obviously AT&T is getting ready to launch.

Been waiting a long time for this event. Hoping AT&T has a well planned sales campaign to generate good sales volume. Hopefully the 800lb gorilla will succeed in leading the transition in this niche market over to push to talk cellular.

yes, that was part of the last pr that Motorola and Kodiak were using the UV-350 to demonstrate Cellular Push to Talk technology. Kodiak is owned by Motorola and gets a piece of every UV-350 sold so Motorola is the legacy provider of all LMR but also gets a piece of the transition to push to talk over cellular. IR for Siyata has speculated that buying Siyata would provide Motorola with all the revs from push to talk so they could actually promote the change to their user base.

I think founders of Siyata would like to have actual sales to help pump up any eventual sales price. They have been working for almost a decade and would want several dollars a share for their work.

Motorola makes the most sense to buyout Siyata but they may be waiting to see how the UV-350 does in the real world. They can afford to wait and see if the product is a commercial success before making an offer. Buying Siyata would be chump change for Motorola.

looks like Oppenheimer conference wasn't a big deal for ACRX. Price actually went down after start of presentation.

Guess attendees weren't that excited about ACRX chances with new drug launch. May be in a show me stance due to Opiod negative publicity.

SIM.v/SYATF C$.55

Great interview with Siyata CEO at International Wireless Conference in Vegas a few days ago.

https://smallcappower.com/top-stories/siyata-mobile-revenue-earnings/

ACRX $3.475 Presenting in about 3+ hrs. There will be a small window for listeners to buy stock after presentation or early tomorrow. Hopefully positive response from knowledgeable attendees.

Oppenheimer 29th Annual Healthcare Conference
Date: Wednesday, March 20, 2019
Location: Westin Grand Central, New York, NY
Presentation Time: 2:45 pm ET (11:45 a.m. PT)

The conference presentation will be webcast live and can be accessed through the Investors page at www.acelrx.com. For those not available to listen to the live broadcast, a replay will be archived for 90 days and available through the Investors page on www.acelrx.com.

SIM.v/SYATF C$.54

"Siyata Receives $6.19M from Exercise of Warrants
Financing Provides Ample Support for Worldwide Carrier Launches of First Vehicle-Mounted 4G/LTE Smartphone
Montréal, QC – Siyata Mobile Inc. (TSX-V:SIM | OTCQX: SYATF) (the "Company" or "Siyata"), is pleased to announce it has received proceeds of $6.19 million as a result of warrants which expired on March 18, 2019, representing the largest injection of capital the Company has received since going public in July 2015.

Marc Seelenfreund, CEO of Siyata Mobile states, “We are pleased to receive cash injection as we continue to reach milestones for the Company. As a result, we are well funded to support the upcoming UV350 launch with AT&T as well additional US and global carriers in an effort to drive highly successful launches of the world’s first vehicle-mounted LTE/4G for first responders and commercial fleet drivers worldwide.”

If you do the math, 97.64% of warrant holders exercised. That's a tremendous vote of confidence since the share price was right around C$.50 when they committed their money. In other words, the warrant exercise could have tanked the share price but it's gone up instead.

Now Siyata has a nice cash cushion to survive the product transition to the UV-350 from the legacy products AND help the company pay for the upcoming US launch.

Still waiting for the big PR that says AT&T has certified the UV-350. Should be the start of a nice looking stock chart.

There will continue to be an overhang because even if they exercised the warrants, it takes some time to get them in an acct ready to trade.

Big volume and nice pop in stock. Been waiting for 3 yrs for US sales. Not there yet but close.

SIM.v/SYATF Siyata C$.51

Here is a video interview of Glenn Kennedy, VP of Sales for Siyata at the IWCE conference in Vegas. He demonstrates the UV-350 and it's advantages for First Responder or fleet vehicles.

https://urgentcomm.com/2019/03/07/siyata-mobile-glenn-kennedy-showcases-mounted-cellular-device/?utm_source=Siyata%C2%A0Mobile+Inc.%C2%A0%28TSX-V%3ASIM%C2%A0%7C+OTCQX%3ASYATF%29%C2%A0&utm_campaign=8972f515b8-EMAIL_CAMPAIGN_2019_03_08_08_22&utm_medium=email&utm_term=0_4e45336424-8972f515b8-160050313

Gee, I wanted to own a multi billion dollar stock. Unfortunately it looks like I will own a multi billion SHARE stock. LOL!

Also my shares cost me .41 not .042.

well, I thought press conference was a success. Early indications are good as company is moving up plans to hire the next 25 account managers to Q3 instead of Q4. As I suspected, hospitals are big institutions with committees to approve/decline new drugs. This is going to take some time for actual sales and new procedures to be implemented.

However ACRX did up guidance from 100 to 125 formulary wins at hospitals over the rest of the year. They have already shipped initial shipments to wholesalers but until they get the formulary wins and the hospitals are ready to train staff on new procedures, actual sales will wait.

Even then, it will take some time for hospitals to get initial supplies, install their procedures and then use Dsuvia. Actual success of the drug will depend on actual usage AND reorder amounts and frequency of reorders.

We still have several quarters before we will know if Dsuvia is a commercial success. Initial indications look good to me and ACRX is not hyping but being quite practical and conservative. I will hold until more actual results come in over the next several months. Looks like premarket there will be a modest drop in the stock price.

is that a typo on the form? Didn't gspe issue 238+ million warrants?

Form says 138 million.

Here is warrant overhang from Q3 MD&A

Granted #warrants strike price Expires
3/16/17 12,678,949 C$.50 3/16/19

12/28/17 4,600,000 C$.70 12/28/19