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Yes I think you are quite correct, but right now my focus is on civilian contracts like Mexico etc. It's not that WLAN doesn't have government contract(s), the question is when? Pentagon will have the CEO muzzled in all likelihood. That's standard protocol for any military procurement.
Yes the workload for WLAN will be sizeable too. Here's why focus should be on the civilian income. Pentagon info, we won't hear about for months while they validate WLAN's technology. Come March or April is when I'd expect to hear back because of the fastidious validation of taxpayer spending. Pentagon for most part will always be radio silent. Where you need to watch is in WLAN filings, particularly insidious low profile abnormal entries with precious little to go by.
2023 is not expected to be a strong market year. But for WLAN the opposite holds IMO. At first there will be a tiny dribble of income. Then as the technology proves itself larger and larger and yes larger again contracts BEGIN to surface. I'm not expecting a plug nickle in military income until at least most likely spring. It's no reflection on WLAN, it's how military procurement works regularly. The CEO sure sounds muzzled to me, amicable, optimistic, jubilant and yes I believe justifiably so! Especially with the military strife in the world today, loose lips sink ships. He will have already been told in no uncertain terms, if you want this contract best zip it for now.
Here's the thing NATO is bigger in size with Finland & Sweden now. With WLAN patents in place the allied militaries could easily follow suit and here's where we have to be extremely patient. Focus on the civilian contracts that can be easily just as lucrative. That's where we might get a better idea what is going down behind Pentagon doors. The only thing you will be able to make sense of is the dollar amounts. First tiny and innocuous nothing to be excited about. Then larger as the military system finds a better way to fight a modern war.
JMO, pretend the military procurement process didn't happen because there will be nothing tangible to interpret until spring at the earliest. Mexico, Brazil and I'm sure many other countries will make the civilian opportunity very interesting in the meantime. Pickup on the tone of the CEO, amicable, collaborative, glowing, but listen for anything definitive. Nuh-uh not going to happen not yet and when he does. The context will be akin to listening to a sack of marbles in his mouth. He absolutely must be this way, it's contractual! The gravy will be buried in the filings and they will be challenging to interpret at best. The only thing both parties can't ever fudge on is military WLAN income. Taxpayers dollars, makes sense right?
Patience. What should receive laser focus first is WLAN's civilian contracts, this is what will propel the companies finances for the time being. Yes civilian contracts can definitely be exceptionally lucrative also. No good hounding CEO on anything but civilian procurement for the foreseeable future. Here's where most won't understand the full meaning of the visit to the Pentagon. The quieter and more incomprehensible your CEO remains on military contracting, the more you can anticipate a blockbuster WLAN PR. Good things won't happen overnight. IMO outside WLAN filings shift your focus now to international 5G CIVILIAN contracts from just about anywhere.
You certainly appear correct on 2 players.
https://www.t-mobile.com/news/business/t-mobile-crown-castle
Interesting thanks, don't expect an over abundance of transparency. That's just how military procurement works never show the enemy too much, type strategy. While maybe not the best example Palantir's contract returns are often buried in the filings and obscurely to boot.
You'll likely be restricted to the company's quarterly income statements as the reveal but dont let that fool you. However small and insignificant they begin with (usually the case) , truth is each quarter can reveal shockingly higher earnings. I held off buying WLAN for quite some time, but this CAGE development was definitely the green light for me. The patent, the inventor on board, now military procurement, too good to pass buy. WLAN looks to be a winner.
Throwing a dart here. In reference to military useage.
Think a portable* Local Area Network (LAN) where Command & Control intel can be safely decrypted, interpreted then executed to greatest advantage by an officer in theater. Most likely through a StarLink portal. Drone footage in particular but by no means limited too.
Shot in the dark, but you get the idea...
hmm glad I mentioned, makes more sense. Thanks for that explanation!
A very tethered calculation for sure but a previous poster saw Alkakine 88 in Kroge's quite a few months ago. AZ had upgraded projections that could play into this quarter. Kroge is a mystery contract, with Kroge she has never said publicly where we are at on that. When she did her tweet got eaten or accidentally erased and I never did hear a reply from her on Kroge's. There have been other contracts she has hinted at but not disclosed. What I'm saying is I think it's reasonable to assume we can expect a couple of nice surprises.
Are you forgetting Kroge's (and now Albertsons too), plus Walmart they have already said they're bottling for? Bound to be others I missed off top of my head. ^_^
If you say so bro, next question then...
How does this pertain to HIRU. What percentage will Kathryn chalk herself up for in profits as an Alkaline 88 co-bottler. Any ideas? (Thanks for the translation, confusing as all get out)
Some one should congratulate Al Kaline you know?
Showing 2nd quarter results for 2023 is a remarkable achievement. Relax just having fun with what appears to be a typo blunder. How else can they release RESULTS for Q2, 2023. Am I missing something, I mean forward looking statements are one thing but this could make Nostradamus envious could it not ???
Coincidental, negligible? Perhaps, definitely forward looking. Here is what I mean.
Alkaline 88 publicly stated they were working on 5 new flavours. Profits will be impacted favourably when they announce they are bottling them, no question. Can we expect HIRU to go down this same road. Yes almost for certain IMO. Rapid expansion requires ballistic increases in profits. I think part of the SQF delay is in the safe manufacturing process of these new flavours which complicate certification significantly.
Forward looking statements, totally! Still, I'd put probability at 75-85%. Company needs to walk the talk from a profit perspective. There has been LOTS of talk. Tapping into human nature is a sure-fired way to walk that talk. Good summation thank you, HTH...
JMO GLTY
Will Kathyrn need more water, you tell me...
https://www.newscientist.com/article/2344912-the-us-megadrought-wont-just-end-it-will-change-the-land-forever/
New one on me, flew under my radar
Anyone heard anything about this, some company inquiry on twitter. What acquisition and partnership in Europe? This was quite the revelation, the first I've heard. I googled it nothing pulling up so if true one suspects contract in it's early* infancy. Gold leafed plant in Saudi Arabia? (I'm joking)
What about the acquisition and partnership in Europe
— Mick8724 (@mick8724) November 1, 2022
The CEO has ALWAYS cleary and emphatically stated right from the very get go. She can't bottle for WalMart until SQF certification is completed and she gets the green light.
Agreed don't forget in NY she must make a big splash marketing campaign or NY will roll their eyes. Definite method to the madness here.
I disagree totally it's not luck at all. Its war this is a recession, more companies will fold and get bought out for pennies on the dollar, many more till mid 2024 at least. The business plan is still hinged on SQF certification no change there. Are we all forgetting she is vigorlously expanding in very* hard times and a DUD market that completely blows right now? She is as cash strapped as we are, there is such a thing as getting in over your head financially, consequently over extended into insolvency.
My hunch she's teetering perilously close right now. So close everyone thought she diluted which is understandable. As a CEO she's handling all this with responsible shrewdness. When was the last time you heard of a CEO rushing the FDA successfully? Exactly, .yet she still administrates with aplomb. I don't recall seeing her in a $uperwoman Cape, might be wrong there? East coast opens up after SQF certification that's the sequence I am reading. If there's a silent investor the way she's going like a rally car driver they'd be soiling their knickers right now in the passenger's seat. I believe this is all humble tenacious Kathryn. JMHO GLTY
There was that anonymous rumor that FINRA was hinting at a thumbs up. I can certainly see why CEO is tight lipped right now. A lot riding here and she's acutely aware of the negativos doing a bang up job on her share price yesterday.
Buy on rumor probably explains the sizeable accumulation, at least in part. Somehow with all the consolidation going on in the industry hunch Kathryn is very wary right now of premature WalMart news until fully baked.
Kroger is in talks to buy out Albertsons
That might explain some of the HIRU expansion. Looks like the water industry is consolidating. Hiru's extremely bullish buying of equipment is taking advantage of the industry conolidation.
Health wise I don't know if I can agree Alkaline 88 is doing the right thing going for the sweet flavours. From a financial perspective however, there's no doubt the sweeter labelling is an Alkaline 88 move that will significantly uptick sales.
The market really dislikes controversy. We are in the thick of it for sure but I also understand CEO's bullishness to a degree. Expect more derision from the water cooler crowd, but anticipate more good news from the company IMO.
Another day another event.
GMsacha Inchi $QEDN at an event in Envigado selling our GMSacha Inchi beverage pic.twitter.com/EsL4H6ohPM
— GMSacha Inchi $QEDN (@GMSachaInchi) September 17, 2022
Nice find, thanks for sharing. Was the DTC Chill a departing noteholder I wonder? Things are looking up. GO QEDN!
Everyone recoiled in horror when Kate added shares. Knew there had to be good reason. Sure her critics had a field day but looking like she might be earmarking corporate shares to sweeten the deal for her clients. Patience required more to this than meets the eye. If she can land a big fish we could be seeing copper in short order. Anticipating more news out of Juan Valdez as well. Looking good Kate!
... and looking UP Great News!
Sounds good to me, might be what financing was about not clear on that yet. ASX off $60 Billion today sure isnt helping. Mention of an old QEDN note holder getting out today on Twitter. September can be worst month of year historically then October typically takes off. I like the diversification going on here, different income streams means steady news, not just liquidity. Confection the other day is great bait for Starbucks who like those artisan treats. Novel intrigue gets Starbucks folk in the doors so fingers crossed!
Who might be Jane King be when she's at home? Looks like QEDN is doing some kind of media tour.
"GMSacha Inchi $QEDN has been invited to do an interview with Jane King follow us to learn more about this future interview"
GMSacha Inchi $QEDN has been invited to do an interview with Jane King follow us to learn more about this future interview https://t.co/P3VUHh9I5G
— GMSacha Inchi $QEDN (@GMSachaInchi) September 11, 2022
This might well make Starbucks edgy. Missing out to other competition isn't their best game plan. Very good news!
Sounds good to me muchacho, like what I see.
Great stuff, thanks! Go QED!!!
Another US possibility, she will break through sooner or later. Keeps trying though, thats the main thing. I'm going with sooner.
GMSacha Inchi $QEDN will have a 10 minutes virtual meeting with Albertsons during the Rangeme plant base summit from the 11 to the 13 of October 2022 pic.twitter.com/GgqiQflqIG
— GMSacha Inchi $QEDN (@GMSachaInchi) September 6, 2022
Starbucks alone is such a huge market. They won't bargain unless QED can guarantee so much product. I dont doubt it's already being tested. Starbucks did the same where I live testing wine sales within a coffee house. Thing is here, they will likely request a very low profile (yes secretive) until they are certain the product will not just sell, but be profitable for their shareholders.
Last seen Starbuck's stock was pretty beat up so if you get where I'm going they will be thorough in their testing long before announcing. Your following tweet here has no narrative. I don't doubt the company must work under nondisclosure protocols with any company until a deal favourable to both has been struck. The fact QED has latched on to more growing area is a very telling development to my mind though.
I see that! MicroCap Daily did a great job encapsulating it all. I understand her ok, just feel she can do a better job saying what comes next in chronological order? Maybe with so much happening that isn't so easy! What would you say is the next significant step forward for QED Connect. Seems like I arrived just when the US distribution is getting legs. Hardly believe my luck if that's the case. Remarkable company, fall appears a rocket!
OK thanks, understand you better now, no worries. Go Kathryn!
QED Connect must be absolutely stoked, this is a massive door opening and it took them years to open it. Congratulations to management and farmers alike, what a mind boggling moment for all you guys. This will take time to get my head around this, holy doodle what a dynamo of a company!
This cerromatoso.com.co doesn't google translate. Anyone know who they are? I get a strong feeling it's the site for the company's farmer's cooperative, but can't be quite certain without a translation. If this company thinks that highly of their farmers, it sure bodes well down the road! Wow RESPECT here I can tell you. I'll be adding more ASAP, this company's the real deal alright. I literally stumbled on this company so I hope you can appreciate my initial hesitation, been burned too many times.
GMSacha Inchi $QEDN meets with farmers in Cerromatoso the biggest mine in the world of iron and nickel to grow Sacha Inchi. More farmers under contract more GMSacha Inchi beverage https://t.co/JoxQ6IpIG0 pic.twitter.com/NvKG9tgG7W
— GMSacha Inchi $QEDN (@GMSachaInchi) August 31, 2022
For certain a good move. From minerals to nuts this is essential perspective for farmers who are already humble by profession. Good call on management's part .
OK, but very conservative IMHO. I'll go with .35 and as a rule I'm staunchly conservative. This instance is definitely no exception.
Yes you are, for now at least. Shift your decimal point to the left 1 digit and you'd join the exclusive Mainstream Speculator's Association. Otherwise I'd vote you for president of the You Never Know Society. Heck if you take on Secretary Treasurer too we could put you up in lights in Time Square LOL!
Have you heard anything on SQF certification? Also wondered if Kroger's might be waiting for SQF as well... Indeed it does appear those robotic pallet machines were bought with some advance intel...
I'm curious how good the CEO's english is. Tried contacting by email that was returned as inoperative. Not clear which news is expected first. While Starbucks is most hotly anticipated obviously, there is nothing mentioned in a timeline for that possible contract. Do you have any idea which the next contract or prospective contract is likely to have news? The last tweet by the CEO was very coye but also incredibly shy on narrative. Is Mamma native Columbian because her tweets are at times poorly spelled and seemingly economic on substance.
Here is her latest, poster's curse this Tweet is more informative but the picture of a cup of coffee left me wondering where she's even at with Starbuck's or if there's even a known schedule.
GMSacha Inchi $QEDN meets with farmers in Cerromatoso the biggest mine in the world of iron and nickel to grow Sacha Inchi. More farmers under contract more GMSacha Inchi beverage https://t.co/JoxQ6IpIG0 pic.twitter.com/NvKG9tgG7W
— GMSacha Inchi $QEDN (@GMSachaInchi) August 31, 2022
ROTFLMAO