YouTube commentary: https://youtu.be/7vQxFIlCTEY Hello everyone! There has been a flurry of activity the last few days, and of course it happens when I am gone on vacation. But I am back now and wanted to prioritize getting my SIRC analysis out for the 2023 Q1 quarterly filing. There is A LOT to talk about, so … Read more
Hello readers! Getting out a very quick reaction article on the SIRC shareholder update that was just released. In the future, I think more of these shorter form type articles are better served as YouTube videos… but more to come there in a very soon to come blog update… Key Points and Reactions I’m going … Read more
We’ve been seeing SIRC hint at a merger with a SPAC in order to up list to NASDAQ versus going at it on their own. It’s very early in the process it sounds like, but I wanted to get down some of my thoughts on a potential SPAC merger versus an alternative to up listing … Read more
Happy Sunday everyone! Just getting down some quick thoughts here on this busy Sunday. This guy has to do his taxes this weekend and let’s just say I don’t have the easiest situation… but the cost savings for a CPA, right? Right?! AITX We’ve closed the door on the AITX fiscal year 2023 and we’ve … Read more
We’ve now heard two key interviews with Dave Massey: the YouTube Q&A and now the short NYSE interview. I wanted to get down some rough thoughts and predictions for Q4 and for FY 2023. These will obviously be very speculative, but I’ll lay out my best case, worst case, and “moderate” scenarios. Q4 Predictions In … Read more
I wanted to get my thoughts down on the state of SIRC after the recent turmoil and subsequent Q&A the company did. Let’s get right to it. Disclaimer – I’m long, holding, and I’ve averaged down. But this is not a positive piece on the company. I won’t lie to my readers just because I’m … Read more
After a period of blog silence, I now have some time on my hands to get some thoughts down for this weekend’s rapid fire. Let’s get right to it. SIRC There will be a separate article on this, but the big news around SIRC is the recent turmoil in the company with all of its … Read more
I had some time on this dreary Midwest weekend and wanted to give some rapid-fire thoughts / updates on some of my favorite tickers from the past week. I’ll try to keep it brief, so let’s getting rolling… RJDG I will continue to harp on RJDG until I’m blue in the face. This is currently … Read more
The SIRC 10Q is finally out after using up their full NT time, and I am very excited to write this one. Mostly good, but some bad… let’s get right to it! Income Statement Revenue Right away on the topline we’re seeing almost 5x from Q3 2021 which is staggering. But, while awesome news, this … Read more
Hi all, a bit late to the party but I thought I’d put together my two cents from the SIRC 10Q for the period ending 6/30/2022. Without further ado… Financials Takeaways Revenue Revenue growth, I’ll be honest, is still jaw dropping to me. We’re looking at about 8.5x growth quarter over quarter which is insanely … Read more
