matthewd98

@A Dhandho Investor @Foreign Tuffett Clearly they're doing something right -- they have a very high success rate in predicting events. All the case studies are on their website. They also have billion of respondents who've completed their surveys. People answer surveys for various reasons: they want to give their opinion (because someone on the other end cares about it and/or they don't have free speech in their country), they're bored, etc. Have you never answered those surveys before YouTube videos? I hardly ever answer them, but I still do maybe <5% of the time because why not. If you contrast to survey takers using traditional methods, paid surveys or phone surveys, you would find that it's almost always the same people answering either because of the financial component, they don't have anyone to talk to or they're bored. Not to mention the banks of people they call isn't as random and large as the web's.

@deleuze68: RIWI integrates directly with APIs of various web domain brokers to lease domains for a given period of time (hours, days or weeks). They developed an ML algorithm to decide which domains to bid on to maximize survey completions while balancing cost. Therefore, some of their inputs are cost of the domain rental per unit of time, number of page hits by geography and how many people have answered surveys in the past on the domain (which is obviously exclusive knowledge to RIWI. I'm not too concerned about the expired/abandoned domain inventory. I think it's correlated to the web traffic, which as we know is on an uptrend that should persist. Additionally, since they rely on web domain brokers to lease domains, I don't believe they are at the mercy of a single registrar's vagaries -- their surveys are broadcasted around the world so there's no shortage of registrars they can borrow domains from. On competition, I think you're overlooking their experience and knowhow. Experience in survey question formulation is imperative. If you don't ask the question in the right way, your data and insights extracted from it could be quite off from reality. Obviously, they aren't the only ones with this knowledge, but they do have the experience doing this at a mass scale across the globe. They have a few billion survey completions under their belt.

Clarus Securities initiates coverage with $1.00 price target. Nice to see another analyst pick up the story. https://www.dropbox.com/s/6o4c3u0v6fptob3/BEW-2018-01-30-Clarus.pdf?dl=0

I keep mentioning how large the LPWA market will be. According to "a new report from the Dell’Oro Group, an IT research firm, believes that the market for wide-area IoT technology – such as narrowband IoT (NB-IoT) and LTE-M – will provide $33bn in sales for service providers and mobile infrastructure vendors by 2022. Of that amount, services based on cellular technologies are expected to account for more than 98pc of service provider wide-area IoT revenues." Link: https://www.siliconrepublic.com/machines/nb-iot-lte-m-2022-uber Staying true to those figures, the market will have to grow exponentially over the next 4 years.

BeWhere Holdings Inc. Announces PTCRB Certification and the Commercial Launch in North America of the First of its Kind Mobile IoT Devices for Asset Tracking and Environmental Sensing using LTE-M: https://web.tmxmoney.com/article.php?newsid=4828706394926455&qm_symbol=BEW Owen Moore, founder & CEO, commented “Being one of the first to market is important and PTCRB certification is the last step in the commercialization process. This is a very exciting milestone for our team and shareholders as it opens up a large market opportunity which I’m very excited for.”

First analyst coverage by Mackie research: https://www.dropbox.com/s/jrrtz9ogbemvqdh/BEW%20Initiation.pdf?dl=0 And Cantech Letter article: https://www.cantechletter.com/2017/12/bewhere-holdings-could-have-150-upside-mackie-research-says/

Great video about BeWhere and interview with COO: This video just reaffirms my beliefs about the company: - No competitors currently in the space - Real merit in the technology, case in point with Henry of Pelham winery in Ontario - Huawei using BeWhere's LPWA beacon to sell their NB-IoT and LTE-M infrastructure and applications (remember Huawei is a manufacturer of telecom equipment). - Carriers are eager to get into the IoT space because it will a massive market, larger than the telematics company. - Solid relationships in place with carriers and resellers/dealers thanks to management's years of being in the telematics industry It's also a good video that explains the technology better and shows its potential applications for those who aren't as knowledgeable about the technology and industry.

Q3 PR is out: http://sedar.com/CheckCode.do;jsessionid=0000X04n-8CmmAQVmVOj5brfrws:1884ter20 Key takeaways: - The Company plans a world-wide commercial launch of its LPWA cellular solution in Q4 2017 with the first shipment scheduled for December 2017 - Continued conversion throughout the remainder of 2017 of our 60 plus pilots to commercial contracts - The Company believes it will continue to announce new partnerships and build its pipeline of contracted revenue throughout the remainder of 2017 and 2018 all while continuing its leading- edge product development. I'm very impressed that they already have orders for LPWA (mobile-IoT) beacons. I think this is indicative of the huge market opportunity and demand. The order must be with a US carrier since they are the only one with LTE-M networks up and running.

Q3 results look good, the company delivered on it's target of ~ doubling revs QoQ. Net loss wasn't too high (~310k), and we can see expenses and GM trending in the right direction. Expenses were higher this quarter mainly because of 1) additional $60k spent on tradeshows (in marketing line under SG&A breakdown) and $50k on travels to meet with other carriers & clients in the US and Europe, and 2) hiring of new execs to support growth as stated in the MD&A: "The Company is following a managed growth strategy and continues to build its team count in line with customer wins and new technology development requirements. The Company has also added key executive management during 2017 to ensure the Company is able to grow as expected and manage risks if they arise." As I stated before, one of management's biggest concern is losing their first mover position if they are unable to meet demand due to quality control, manufacturing issues, etc. It's a great problem to have and I'm happy to hear they are taking it very seriously. I'm still very pleased with expenses as they are relatively low and they grew slower than did revenues (50%ish VS. 75%). Furthermore, I've been getting a lot of questions from shareholders about the $80k for 9 months of IR service. I think it's important to consider that the last financing was done without any finder fees, typically 7-10% of the amount raised, and there were no warrants attached. That's a far greater savings compared to the $80k + taxes incurred for the IR service. The company wanted to try out an IR service especially as important milestones were coming up. It will probably not continue the IR service, and the cost of this IR service is actually well inline with the average price of IR services. I look forward to reading the news release tomorrow morning... There should be more info in it.

News out this morning from both Bell and BeWhere: https://web.tmxmoney.com/article.php?newsid=5695095179389544&qm_symbol=BEW The announcement took place at Henry of Pelham winery with both companies along with Huawei and the premier of Ontario. I really believe we will see large orders from Bell in Q1 when their LTE-M starts rolling out. "The announcement took place this morning with the three partners, alongside Ontario Premier Kathleen Wynne, who highlighted the partnership ahead of her trade mission to China." Bell - "Bell's leadership in LTE-M wireless technology and in the IoT space is a result of our continued investment and innovation in broadband communications networks and services," said Claire Gillies, Vice President, Bell Mobility. "The LTE-M network enables smart sensors to collect and send data over a wider range and with much better battery life – a perfect fit for Henry of Pelham, wineries and growers across the country and many other industries. In June, Bell announced it will launch an LTE-M (Long Term Evolution, category M1) wireless network in 2018 to support the rapidly increasing use of IoT devices on low-power, wide-area networks (LPWANs) in Canada." Huawei - "This project represents the best of what we can achieve when working with our long-term partner Bell and emerging Canadian IoT companies like BeWhere," said Steve Lu, President of Huawei Canada. "We are excited about the future of IoT and the benefits that smart agriculture solutions will bring to farms and vineyards across the country."

1) More good news today. Finally the company officiallys announces that they've been working with Brinks. BeWhere and Brink's Partner to Deliver Solutions for Worker Safety: http://sedar.com/CheckCode.do;jsessionid=00000C56q-HiWr2IXQxtJ5RZmL-:188setvlh 2) Also, Owen's presentation at GSMA summit: https://www.gsma.com/iot/mwca-vid7/ 3) Bruce Campbell talking up BEW again. mentions the certification currently going on w/ ATT and Verizon. http://www.bnn.ca/video/bruce-campbell-discusses-bewhere-holdings~1230849

1. New PR today: Bewhere closes $1.84M first tranche of financing. https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aBEW-2513712&symbol=BEW&region=C 2. Bruce Campbell from StoneCastle Investment Management Inc. (Toronto) discusses BeWhere: @ 12:20

Looks like XPEL put up a page on their website regarding their new vision film, that is the architectural and security film. http://www.xpel.com/vision/

Good video which explains the investment opportunity today:

Here's the link to BeWhere's presentation at the GSMA summit (industry conference where T-Mobile, AT&T and Verizon participated): https://www.dropbox.com/s/hidwnk9e0liti92/GSMA-BeWhere-2017-09-19.pdf?dl=0. The presentation will also be up on the company's website soon. So I think it's safe to assume that the company is breaking ground with a few US carriers especially after this summit which gave them more visibility, if they weren't already on carriers' radar. Furthermore, if we assume they already have LPWA (mobile-IoT) orders in Q4 as per the financing PR seems to indicate, then I'd imagine it would be with a US carrier given that they are the only ones with running LTE-M networks at the moment. Bell's LTE-M will be only soon though. I think they'll start conversations with European and Asian carriers next -- seems like the next logical move. It'll be exciting to see the LPWA orders come in after commercialization of the product is completed some time in Q4. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Also, Here's an interesting article on the NB-IoT and IIoT market: http://www.businessinsider.com/new-narrowband-iot-module-international-markets-2017-9 Highlights: "While the two largest mobile carriers in the US, Verizon and AT&T, are currently rolling out LTE Cat-M1, international network operators are primarily backing NB-IoT as their LPWAN standard of choice — it is currently being tested in Spain, Singapore, China, and South Korea. As operators finalize these tests and deploy the network commercially, demand for NB-IoT compatible modules will rise sharply, giving Quectel a sizable opportunity in the Asia-Pacific region." "BI Intelligence, Business Insider's premium research service, expects that more than 24 billion IoT devices will be installed globally in 2020, and the vast majority of these will fall into the small, low-power category."