Aug. 14 at 1:02 PM
$DMRC ..while I am disappointed on the delays and revised guidance there are positives: 1.) 31 retailers and brands interested in gift cards. Up from 18 since the first quarter which is telling me the "wave" of demand is increasing and likely to eventually translate into Growth during Q1 of 2027 and maybe some contract inflow in Q4 of 2026, New focus on structure, execution, control, and accountability. 2.) FCF was -1 million for Q2 a significant improvement so breakeven ops and profitability are very close. 3.) Still focused on EU regulation mandates for both DPP, recycling, fakes, and AI trust. AI provenance trust contribution still has a bunch of friction and competition, so I am skeptical this gains traction. Retail ops fraud, counterfeiting, and DPP might eventually allow the company to put capital resources in Digital Trust as operating cash flow increases from Gcards 4.) Stock is already basically washed out given the past 18 months so most of retail has already sold and
