Umbra Applied Technologies Group Inc (UATG)

[Gordo56]

I re-read yesterdays shareholder letter a few times and this kept standing out:

Market Oversight- "We restructured and/or settled debt to better position the company’s corporate balance sheet ahead of independent audits in anticipation of future opportunities for expansion and institutional financing."

This one sentence has huge implications and explains some of the volume (selling and buying) over the past 6 months. It also forecasts "opportunities". what opportunities?

Then I saw it. Two paragraphs down under section number 1:

"We needed to address market liquidity concerns, for without the proper liquidity, shareholder value cannot be assured nor can a company be viewed as an enterprise level opportunity by financial institutions."


An "enterprise level opportunity by financial institutions" to me indicates financing that they are either working/already have in place OR financing that supports an M&A transaction! This is hidden in the letter but is huge. I went back and re-read some of his other letters and I have noticed in all his letters that he telegraphs and hints at things coming. I just never caught on until now. Its buried in the middle of the letter and is somewhat subtle and ambiguous but it is clear as day when you take into consideration the partnerships for hygieia and the re-structuring of the capital structure of the company. I would also say that once you re-read the shareholders letters that it does seem obvious that this CEO has had a plan all along. Maybe things didnt always go exactly how they thought or planned but everything in all the letters mostly happened.

Letter is well written, covers a lot of ground and contains everything an investor needs without being speculative or violating "forward looking" regulations. This CEO has finally gotten his act together and his experience shows more now than ever! Lets hope the lessons hes learned along with his military background will finally deliver the vision we all were promised.