MICROCAPS - DISRUPTOR TECH - $DPLS - Darkpulse - Tech Monopoly
"The number one idea is to view a stock as an ownership of the business and to judge the staying quality of the business in terms of its competitive advantage." - Charlie Munger
Cathie Wood believes that the dotcom bubble burst because we were not ready for the tech at the time... This time we are.
Dear readers, I bring you one of my most precious gems, one of my TOP picks for long term growth.
Fundamentals:
- After three decades of development, DarkPulse is getting ready to commercialize... Good things take time.
- DarkPulse Inc. is a technology security company, which develops patented BOTDA dark-pulse sensor technology. In short, they use fiber optic sensors, alongside software to detect changes in infrastructure.
- They offer two patent-rich security platforms: Advanced, Fiber-based Monitoring Systems and Ultra-High Sensitivity Sensors (“UHHS”).
- The first involves advanced laser-based monitoring systems, including hardware/software that detects changes in the structural integrity of infrastructure.
- The second involves analytical equipment/patented technologies for detecting trace amounts of explosives/ chemical warfare agents/illicit drugs, they also apply this tech as a intrusion security system.
- Management and Board of directors have specific government backgrounds.
- Their PR team is very active and communicates daily on Twitter, very friendly.
- 100M~ Mcap as of this post.
- Like Palantir, they are building a wide moat via. government connections and patents.
Here's where it gets interesting:
- Company website shows they provide Security, Pipeline monitoring, Oil and Gas monitoring, perimeter and structural surveillance, aircraft structural components and mine safety.
- As a heavy investor in Palantir/Security/Precious Metals miners/Smart cities sector... This checks a lot of boxes...
- (The $5 Billion Govt. Connection) Entered a license agreement with Battelle memorial institute, which operates the Pacific Northwest National Laboratory (PNNL) under contract for the US Department of Energy (DOE), providing DarkPulse with access to patents.
- Battelle memorial institute is the backbone of the intelligence agencies.
- DarkPulse’s patented sensors are capable of 20mm resolutions- well below the current industry standard of 1 meter; coupled with our data collection speeds and remote monitoring capability DarkPulse is the next generation of distributed fiber sensing. Imagine a system which allows for early detection and display of anomalies often missed by our competitors in oil & gas pipeline monitoring, critical infrastructure monitoring or mining. The health, safety and environmental benefits are astronomical.
- Is there a need for this technology? The possibilities of its applications are unlimited. Sounds like another company that I love.
Management team:
- Dr. Joseph Catalino, Board advisor: Board Advisor Joseph Catalino- For the last 6 years, he has led multiple organizations and teams within the U.S. Defense Department (DoD) , was the last head of the Pentagon’s Task Force for Business and Stability Operations.
Catalysts:
- Expecting revenue as early as Q3.
- " We have been in discussions with a major cloud services provider who has agreed to build our “back end” solution which will allow our customer graphic user interface (GUI) to be utilized anywhere in the world on any device in real time. The design also includes cloud based data storage which will enable customers to not only view their systems in real time and receive critical alerts but to also view historical data in order to have a full view of their systems over longer time periods which will offer a more comprehensive view of their systems health. " pulled from the CEO shareholder letter.
- Speculating IBM along with Palantir. Very good fit.
- Shareholder letter details significant accomplishments, global campaign, and eliminating toxic debt.
DPSL vs. Rival Tech:
" DARKPULSE IS A LEADER IN DISTRIBUTED FIBRE SENSOR SOLUTIONS...
OUR SYSTEM OUTPERFORMS ALL OTHER DISTRIBUTED FIBER SENSORS IN THE MARKET TODAY.
Brillouin Sensors historically failed due to temperature/strain cross sensitivity issues and poor resolution. This is inherent with BOTDA bright pulse systems. Within the last decade a new approach towards improved spatial resolution was invented, called dark pulsing, that allowed spatial resolutions in the sub-meter range. Without these spatial resolutions conventional BOTDA sensing systems are only practical for fire detection and large scale strain changes."
- Again: DarkPulse’s patented sensors are capable of 20mm resolutions- well below the current industry standard of 1 meter; coupled with our data collection speeds and remote monitoring capability DarkPulse is the next generation of distributed fiber sensing.
“After three decades of development, the performance of distributed optical fiber sensors based on backward stimulated Brillouin scattering has gained huge advances in the aspects of spatial resolution, measurement time, and sensing range; meanwhile, they have found many applications in the fields of oil/gas industry, power industry, civil infrastructures and so on. On one hand, various techniques developed in optical communication can be introduced into distributed sensing to further improve their performance; on the other hand, machine learning can provide another dimension to improve their performance”
- The government and Big Tech partnerships are key.
Notable Competitors:
- None. DarkPulse is the ONLY one into dark-pulse systems, most rivals are in bright pulse systems... which are not suitable for highly combustible pipelines.
Bear Thesis:
- Poor financials.
- questionable KLMK reverse merger, seems like it may have been a vehicle to take the company public though.
- Share dilution:
10/20/20. 4,011,139,156
9/29/20. 3,236,817,156
9/10/20. 3,001,944,946
8/13/20. 2,220,613,540
6/26/20. 1,609,184,970
5/29/20. 1,533,470,684
- Innovative technology may not catch on. They have video demonstrations, but very complex.
- Sensitive to macrotrends, a lot depends on the market conditions and sector rotation into security, energy, smart cities, PMs/REEs
TA:
- Massive whale buy in 2018, signaling movement to come:
- Price action like this is what I look for for breakouts.
- Does seem to be going through an impulse wave, currently in wave 4. Looks like Wave 5 will hit 0.08 USD.
- Poked through Bollinger band on the 1D, and probably will pull back to 0.5 Fib level support, if bullish trend continues.
- 0.026 USD would be a good entry for wave 5.
Verdict:
- The government contracts are coming... Because of my background, I can sniff them out from a mile away.
- Possible to 100-1000x long term.
- Still high risk.
- Possible for tech monopoly in 5-10 years in realtime safety niche, linked to smart cities, mining, hyperloops, boring tunnels, railyways, oil & gas, solar & wind, security.
Strategy:
- Accumulate while in pioneering phase.
- Current Buy zone seems to be 0.01-0.03 USD.
- Ignore the pump and dumpers, they exist.
- As always, manage risk, as this is still a risky play, and will go through highs and lows before the end. As a microcap, it is sensitive to market conditions. Expect to lose a lot before you make gains. This is a long play. Resilience and patience is key.
Credits:
- Some fantastic DD in the DPLS community.
Cathie Wood believes that the dotcom bubble burst because we were not ready for the tech at the time... This time we are.
Dear readers, I bring you one of my most precious gems, one of my TOP picks for long term growth.
Fundamentals:
- After three decades of development, DarkPulse is getting ready to commercialize... Good things take time.
- DarkPulse Inc. is a technology security company, which develops patented BOTDA dark-pulse sensor technology. In short, they use fiber optic sensors, alongside software to detect changes in infrastructure.
- They offer two patent-rich security platforms: Advanced, Fiber-based Monitoring Systems and Ultra-High Sensitivity Sensors (“UHHS”).
- The first involves advanced laser-based monitoring systems, including hardware/software that detects changes in the structural integrity of infrastructure.
- The second involves analytical equipment/patented technologies for detecting trace amounts of explosives/ chemical warfare agents/illicit drugs, they also apply this tech as a intrusion security system.
- Management and Board of directors have specific government backgrounds.
- Their PR team is very active and communicates daily on Twitter, very friendly.
- 100M~ Mcap as of this post.
- Like Palantir, they are building a wide moat via. government connections and patents.
Here's where it gets interesting:
- Company website shows they provide Security, Pipeline monitoring, Oil and Gas monitoring, perimeter and structural surveillance, aircraft structural components and mine safety.
- As a heavy investor in Palantir/Security/Precious Metals miners/Smart cities sector... This checks a lot of boxes...
- (The $5 Billion Govt. Connection) Entered a license agreement with Battelle memorial institute, which operates the Pacific Northwest National Laboratory (PNNL) under contract for the US Department of Energy (DOE), providing DarkPulse with access to patents.
- Battelle memorial institute is the backbone of the intelligence agencies.
- DarkPulse’s patented sensors are capable of 20mm resolutions- well below the current industry standard of 1 meter; coupled with our data collection speeds and remote monitoring capability DarkPulse is the next generation of distributed fiber sensing. Imagine a system which allows for early detection and display of anomalies often missed by our competitors in oil & gas pipeline monitoring, critical infrastructure monitoring or mining. The health, safety and environmental benefits are astronomical.
- Is there a need for this technology? The possibilities of its applications are unlimited. Sounds like another company that I love.
Management team:
- Dr. Joseph Catalino, Board advisor: Board Advisor Joseph Catalino- For the last 6 years, he has led multiple organizations and teams within the U.S. Defense Department (DoD) , was the last head of the Pentagon’s Task Force for Business and Stability Operations.
Catalysts:
- Expecting revenue as early as Q3.
- " We have been in discussions with a major cloud services provider who has agreed to build our “back end” solution which will allow our customer graphic user interface (GUI) to be utilized anywhere in the world on any device in real time. The design also includes cloud based data storage which will enable customers to not only view their systems in real time and receive critical alerts but to also view historical data in order to have a full view of their systems over longer time periods which will offer a more comprehensive view of their systems health. " pulled from the CEO shareholder letter.
- Speculating IBM along with Palantir. Very good fit.
- Shareholder letter details significant accomplishments, global campaign, and eliminating toxic debt.
DPSL vs. Rival Tech:
" DARKPULSE IS A LEADER IN DISTRIBUTED FIBRE SENSOR SOLUTIONS...
OUR SYSTEM OUTPERFORMS ALL OTHER DISTRIBUTED FIBER SENSORS IN THE MARKET TODAY.
Brillouin Sensors historically failed due to temperature/strain cross sensitivity issues and poor resolution. This is inherent with BOTDA bright pulse systems. Within the last decade a new approach towards improved spatial resolution was invented, called dark pulsing, that allowed spatial resolutions in the sub-meter range. Without these spatial resolutions conventional BOTDA sensing systems are only practical for fire detection and large scale strain changes."
- Again: DarkPulse’s patented sensors are capable of 20mm resolutions- well below the current industry standard of 1 meter; coupled with our data collection speeds and remote monitoring capability DarkPulse is the next generation of distributed fiber sensing.
“After three decades of development, the performance of distributed optical fiber sensors based on backward stimulated Brillouin scattering has gained huge advances in the aspects of spatial resolution, measurement time, and sensing range; meanwhile, they have found many applications in the fields of oil/gas industry, power industry, civil infrastructures and so on. On one hand, various techniques developed in optical communication can be introduced into distributed sensing to further improve their performance; on the other hand, machine learning can provide another dimension to improve their performance”
- The government and Big Tech partnerships are key.
Notable Competitors:
- None. DarkPulse is the ONLY one into dark-pulse systems, most rivals are in bright pulse systems... which are not suitable for highly combustible pipelines.
Bear Thesis:
- Poor financials.
- questionable KLMK reverse merger, seems like it may have been a vehicle to take the company public though.
- Share dilution:
10/20/20. 4,011,139,156
9/29/20. 3,236,817,156
9/10/20. 3,001,944,946
8/13/20. 2,220,613,540
6/26/20. 1,609,184,970
5/29/20. 1,533,470,684
- Innovative technology may not catch on. They have video demonstrations, but very complex.
- Sensitive to macrotrends, a lot depends on the market conditions and sector rotation into security, energy, smart cities, PMs/REEs
TA:
- Massive whale buy in 2018, signaling movement to come:
- Does seem to be going through an impulse wave, currently in wave 4. Looks like Wave 5 will hit 0.08 USD.
- Poked through Bollinger band on the 1D, and probably will pull back to 0.5 Fib level support, if bullish trend continues.
- 0.026 USD would be a good entry for wave 5.
Verdict:
- The government contracts are coming... Because of my background, I can sniff them out from a mile away.
- Possible to 100-1000x long term.
- Still high risk.
- Possible for tech monopoly in 5-10 years in realtime safety niche, linked to smart cities, mining, hyperloops, boring tunnels, railyways, oil & gas, solar & wind, security.
Strategy:
- Accumulate while in pioneering phase.
- Current Buy zone seems to be 0.01-0.03 USD.
- Ignore the pump and dumpers, they exist.
- As always, manage risk, as this is still a risky play, and will go through highs and lows before the end. As a microcap, it is sensitive to market conditions. Expect to lose a lot before you make gains. This is a long play. Resilience and patience is key.
Credits:
- Some fantastic DD in the DPLS community.
Trade active:
Updated analysis, potential breakout coming:
