Helix Technologies Inc. (fka HLIX)

[Hidden]

Hmmm. Overall not sure where I stand on that earnings call. Thoughts for anyone else that was on?

Things I liked-ish:

They at the very least brought up the V. Fox thing, but I'm not sure their answer really makes sense. They said they are holding up adding him to the board because things in Mexico on legalization have slowed down... but the guy is connected all over South America and Europe, so I fail to see the direct connection here. That just seemed like a weird answer, maybe I just don't understand what they were looking for from his involvement, especially since HLIX had been broadcasting that "our" market share in both Europe and in Latin markets has been expanding.

This seemed much more structured than the last one, so kudos there.

Not sure how the response of how do we stack up to the likes of KERN is too "forward looking", don't they compete directly in almost all of the same sects that we do minus security stuff (which is probably the most burn we have in respects to not being profitable). They are publicly traded too, just seems like a pretty much apples to apples thing. I feel like we should be gleaming more insight here and if our biggest competitor isn't insight they know... wtf are they doing? Just seems silly.

What I don't like:

They seemed to read directly off of EMERALDSEA's post but were very pick and choose on what questions to touch. I thought you made some valid points (especially the ones that echoed mine, Whatsup's and NobleRoman's points. I hadn't really thought about the pre-launch point. That adds concern for me. How do you mess up so badly before your first live day? I just re-read the announcement from the gov. in Maine. I know they tend to be cautious on phrasing to avoid vendor lawsuits, but it doesn't sound very comforting the way they literally call us out for an inability to perform. (Not sure if they make a pill for that?) It's right here. https://www.maine.gov/dafs/omp/taxonomy/term/17

I do not like that they continue to act like it's all sunshine and rainbows and butterflies on everything when it's clearly not. It seemed more like a sales pitch than an honest relay of information on how our investment is actually doing.

They mentioned the analytics suite being used in 100s of locations. What markets, and more importantly, is it free is it interactive or passive installation? If you give me something free, I'll likely give it a go... but no mention of actual viability even anecdotally from those licenses. It just seemed very passing with little substance for something they seem to be focusing on as the future.

I heard them mention adding new features to the legacy BioTrack platform, which is awesome... but did anyone hear them mention the big next generation BioTrack they have been touting? I may have missed it when I ran to grab a Redbull from the fridge.

Not the worst call I've seen... but I'm about as impressed with them as I am with society's handling of this Coronavirus stuff. Just stfu and do what you need to do, it doesn't need to be pretty if it's real.

Ok, I think I'm just ranting now. I am curious to here other thoughts on the call. I may be overreacting, can someone give me a litmus?