Sunday, July 20, 2025 11:23:51 AM
Look, it seems obvious there's a signed contract in place that could generate $1 million in revenue — but only if DBMM successfully performs to the standards required in the contract. That’s how revenue recognition works. You don’t book it until you’ve earned it.
Is there risk? Sure. If they don’t perform, they don’t get paid. But someone clearly believes in DBMM enough to be the counterparty on that agreement. You don’t get “contractual obligations” without an actual contract. That’s just common sense.
So the way I see it, there’s a high probability DBMM will perform and eventually book that revenue. Will it be all in FY2025? Split across 2025 and 2026? We don’t know yet. But what we do know is this is not good for short sellers. There’s no fraud here, no trickery, no shell game — just shorts trying to spin up drama to distract from what looks like a very positive development.
And just to be clear — I don’t even care much about revenue. What I care about is the preferred share dividend. That’s the real game-changer for me. But this? This is still undeniably good news for the company… and very bad news for the shorts.
Krombacher
Is there risk? Sure. If they don’t perform, they don’t get paid. But someone clearly believes in DBMM enough to be the counterparty on that agreement. You don’t get “contractual obligations” without an actual contract. That’s just common sense.
So the way I see it, there’s a high probability DBMM will perform and eventually book that revenue. Will it be all in FY2025? Split across 2025 and 2026? We don’t know yet. But what we do know is this is not good for short sellers. There’s no fraud here, no trickery, no shell game — just shorts trying to spin up drama to distract from what looks like a very positive development.
And just to be clear — I don’t even care much about revenue. What I care about is the preferred share dividend. That’s the real game-changer for me. But this? This is still undeniably good news for the company… and very bad news for the shorts.
Krombacher
Recent DBMM News
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 04/14/2026 08:45:29 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 01/14/2026 09:46:30 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 11/28/2025 10:01:05 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 07/15/2025 09:01:51 PM
