Thanks to Mr Market for 0.85 tickets :)

6th floor incoming.

What we want to see is mfg agreement with Ray Tech / Unicomp. Higher margin for mfg comparing to distribution. And, adding x-ray inspection equipment into QES products list will complete the inspection equipment portfolio; from optical inspection to x-ray inspection.

joined as a small shareholder at 0.865

looks like no chance for 20% discount tickets for now

qr incoming by the end of the month. qr with margin close to 5% or higher will be good to send it to 2nd floor while <2% margin qr will send it back to 10 cents.

Nevada GGR reported strong numbers for the month of May. The Las Vegas Strip area where RWLV is located reported strong numbers for current month and 3 monthly comparing to previous year; 20% higher :) Baccarat was the main driver for the higher performance. Fingers crossed that a stronger q2 and q3 numbers for RWLV in the making.

The boss's integrity will be tested since the strategic investor is Ray Tech / Unicomp which is related to the MoU. We should be expecting the MoU to progress towards agreement - either distribution or mfg. It will be pure speculation if both parties fail to make progress in the MoU while pp deal has been completed.

Data comm and automotive segments showing good numbers from the last qr. For automotive, One qtr revenue in Q1FY26 is equivalent to full year revenue for FY24 and FY25. A successful testing and qualification for Poet's optical engines incorporating custom designed FAU will not only contribute to Natgate's revenue but also open up opportunity for other customers in the photonics/optical industry.

all pp will create dilution whether we like it or not. and in this case, a 10% dilution. the only thing that we can do is to measure how much the company earns in return based on 44mil capital raised from the pp. the pp doc mentioned that ~19mil will be spent for mfg facilities expansion within the first 6 months. 10% of 44mil is 4.4mil and not too much to set an expectation of additional 4.5mil annual net profit on top of fy25 annual profit baseline. That will give you a min of 21 mil annual profit as the expectation. Anything less than that will not be good due to the dilution effect. These are just my personal opinions, could be wrong. hope it helps.