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dtmccune3 5 posts  |  Last Activity: Jun 26, 2015 1:40 PM Member since: Jan 10, 2001
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  • Reply to

    Revs

    by dtmccune3 Jun 25, 2015 10:21 PM
    dtmccune3 dtmccune3 Jun 26, 2015 1:40 PM Flag

    The work with Walmart is still at the "proof of concept" stage," Davis said, but "to have a little tiny company like ours be known to the CEO of" Wal-Mart is encouraging.

    From Oregon live interview with Bruce...

    He is telling us this is going to take a while..

    ...but we have taken another good step in the execution of the plan (and the stock price)

    ..if you are buying now be prepared to add lower Is all I'm saying

  • Reply to

    Revs

    by dtmccune3 Jun 25, 2015 10:21 PM
    dtmccune3 dtmccune3 Jun 26, 2015 1:11 PM Flag

    Walmart sku numbers are not consistent throughout all of their stores...I'm sure there are some with 250k, but most have around 150k....and right now WMT only testing with their private label...which is what maybe 20% of the skus?

    And again...we are not going to make much off of Walmart or Wegmans...it's about adding other major retailers...and it's not a switch you turn on...it takes time to go through the whole process.

    All the people calling for all the revs and big eps numbers...should be looking at the licensing side of the biz if you thinking we are going to be getting those numbers in the next couple years...granted the IP licensing market has been pretty bad for a while, but DMRC not your normal IP company...the exposure from the social media post by WMT CEO could put a spot light on our IP...and then there is always INtellectual Ventures...LOL

  • Reply to

    Revs

    by dtmccune3 Jun 25, 2015 10:21 PM
    dtmccune3 dtmccune3 Jun 26, 2015 9:54 AM Flag

    Yeah...and long term...huge retailers like Walmart will eventually force all the suppliers to use the technologies that they want them to use...like invisible barcodes.

  • Reply to

    Revs

    by dtmccune3 Jun 25, 2015 10:21 PM
    dtmccune3 dtmccune3 Jun 26, 2015 9:13 AM Flag

    I have had a core position in DMRC since 2006 and have made a lot trading around it...so to be clear I am a bull esp long term...

    However, bottom line revs are not going to come in in 2016...this is more of a 2020 story revs wise...granted the stock will move up before that, but still...

    To all new investors...just look back at what happened at the beginning of last year...stock ripped and sold back off...bc it's going to take more time.

    Stock is up about $12 bucks (almost 40%) on an Instagram post...granted it was from the Walmart CEO which is exciting and a great sign...but all the people that have been paying attention already knew about the top 5 retailer. As always, DMRCs float is locked up so when news like this comes out the stock rips from new investors piling in and short covering.

    I think it is more healthy for the stock in the long term if people know what they are getting into.....instead of letting them read posts that are making up huge rev numbers from exaggerated sku numbers and a pricing schedule that is still in proof of concept....it's ridiculous esp when DMRC has said the first adopters are getting an incredible deal...Wegmans and Walmart are not going to generate a lot of revs, but what they are going to do is lead/force other retailers to adopt DMRCs technology...so long term it's great.

    Fair disclosure...I still have my core position...but I have sold most of my trading stock in the low $40's...looking to buy back in the low to mid $30's on a pullback.

  • dtmccune3 by dtmccune3 Jun 25, 2015 10:21 PM Flag

    Nice move for all the long term owners...

    Let's not forget these first major customers are getting a great deal...so don't expect a ton of revs from them...people already hyping up huge rev growth...these key retailers are going to speed adoption of others...more of a longer term play, but still huge potential...just don't be surprised if there is a pullback from this recent move or from the next earnings call...

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