We’re now in October, and the question is whethe
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Posted On: 10/03/2025 2:47:22 PM
We’re now in October, and the question is whether Dalton moves this month or if we’re looking at November again with the quarterly filings.
History tells us that the Q3 report isn’t due until November 15th. Dalton has a pattern of filing close to the deadline, sometimes even later with extensions. On that basis, the safe expectation is November.
But here’s the difference this year: his recent posts are more vocal and certain. He’s saying things like “tested platform, integrated AI, call center support last,” “step by step some getting it,” and “watch it, it’s time. Past time.” That doesn’t read like someone rushing. It reads like someone who is sure the structure is complete, confident in what’s been built, and simply waiting for the right time to reveal it.
He doesn’t have to wait for the Q to disclose something material. If there’s a reverse merger, wraparound program launch, or major contract, that can (and usually should) come through an 8-K at the time of the event. So October is still a real possibility for a disclosure independent of the Q.
Consensus expectation should be framed like this:
• Plan for November 15th at the latest, since that’s the historical pattern.
• Stay alert for October, because the way he’s talking lines up with someone who is ready to drop a disclosure earlier, either via an 8-K or an early Q.
Bottom line: history says November, tone says October. Either way, the signals suggest something is lined up and closer than we’ve ever been.
History tells us that the Q3 report isn’t due until November 15th. Dalton has a pattern of filing close to the deadline, sometimes even later with extensions. On that basis, the safe expectation is November.
But here’s the difference this year: his recent posts are more vocal and certain. He’s saying things like “tested platform, integrated AI, call center support last,” “step by step some getting it,” and “watch it, it’s time. Past time.” That doesn’t read like someone rushing. It reads like someone who is sure the structure is complete, confident in what’s been built, and simply waiting for the right time to reveal it.
He doesn’t have to wait for the Q to disclose something material. If there’s a reverse merger, wraparound program launch, or major contract, that can (and usually should) come through an 8-K at the time of the event. So October is still a real possibility for a disclosure independent of the Q.
Consensus expectation should be framed like this:
• Plan for November 15th at the latest, since that’s the historical pattern.
• Stay alert for October, because the way he’s talking lines up with someone who is ready to drop a disclosure earlier, either via an 8-K or an early Q.
Bottom line: history says November, tone says October. Either way, the signals suggest something is lined up and closer than we’ve ever been.
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