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DVP25

09/16/21 11:35 AM

#1352 RE: Tickbomb #1351

Thought the moderator did a nice job with the whole thing. I give them credit for trying to create an annual marketing event like this at least. Who knows what it could turn into some day. I was disappointed with the "Customer Experience" session. Was looking for something more than a 10 min pre-recorded infomercial.

I'm very concerned with the Covid situation in Alberta as well. Every time I check the stats they get worse and worse. Hospitalizations are up almost 9x since late July, despite pretty strong vax rates. If mCloud couldn't connect from July 1 - Aug 15, I'm not sure how things could have improved since. Maybe at the next CC, Russ can explain to us how 31K can attend a Stampeeders game in Calgary, but he can't get a couple techs into an O&G facility.

Despite all this, the stock has remained relatively strong (knock on wood). Closed yesterday above the $75M USD and $100M CAD mrkt cap levels. Not much volume to get excited about though, but there seems to be at least some support. Not sure why that is, maybe some front-running of the potential uplisting or it could simply be a single fund slowly building a position. Who knows, it doesn't take much to move this tiny stock. During that prev mentioned "Customer Experience" session, the woman from Cadence Financial did say that they were investors in the company.

p.s. we at least know who is NOT supporting the stock. Insiders. No purchases in over a year.

Blitzed

09/16/21 4:11 PM

#1353 RE: Tickbomb #1351

I missed the comment about the 70k connections moving to Q4. Thanks for stating that. IMHO I believe they will not be able to hit 70k until early to mid next year based on the average rate per quarter in the last couple of years.

I just don't understand how they are not doing exceptionally well with the connected workers or air quality tech right now.

Couldn't they use the connected worker platform to guide people from the companies to install the asset sensors(connections) for them if they are not able to go onsite themselves?

I agree with DVP25's point about the CFL games with crowds. How can that be available but the ability to connect assets not? It has me worried about their backlog.