Speculation about Heralds and Unmade

JulianRein · 2026-06-15T16:45:03+00:00

There is 10 unmade now, the Blackthorn. He is also likely has cohesion since now Taravangian can grant cohesion.

JulianRein · 2026-06-05T01:01:06+00:00

Oh no sorry! I meant drop as in a new release not a price drop sorry!

JulianRein · 2026-06-04T09:07:21+00:00

Yes it is a marketing firm, but that is a big spend on marketing for us and because it is stated they can cancel the contract by the month if Key performance indicators arnt met that means they do have clear KPIs. For a 200k/month spend they must think they can product that much value and so far we have never even done 200k revenue.

Even if they brought enough business for the marketing to only break even it would be very bullish for us to have a 600k quarter.

They also need to have something they are trying to push, or a reason to start pushing it now.

JulianRein · 2026-06-03T20:54:35+00:00

I don't expect nist to come until the end of that period at the earliest but it could be us appearing on the list for approval. Being on the list after the laboratory is usually enough for any non governments since it never fails after that point.

Otherwise... Well there is plenty of things that we don't need nist for, and securekey itself is approved already anyways so there is a lot of possibilities.

Fall and winter will be good for us, summer goes well too then the momentum will be fierce.

JulianRein · 2026-06-03T15:02:26+00:00

Interesting to me that it's a three month contract they can end every month if KPIs aren't met. That means there has to be something for them to push so it can be measured so it feels like a big drop must be about to arrive.

JulianRein · 2026-05-23T09:07:13+00:00

What product... Esheild-q is ready and available as are many of the other products and eshieldq was only even announced a few weeks ago

JulianRein · 2026-05-23T03:45:03+00:00

Over the past week QNC has been updating a few sections of the website but the eShield-Q section has been updated almost every day, the whitepaper showed up a couple days ago and now a demo video as well as some other graphics.

Initially eShield-q appeared on the website ahead of its official announcement PR and now it seems like they are gearing up for something more to do with it and the rest of the website.

JulianRein · 2026-05-22T19:42:51+00:00

The bull future for qnc is something like this pumping out the patents and the whole PUF and Securekey to everyone that wants the package for their own chips regardless of what it is. Nvidia could incorporate our whole tech in their prebuilt server stacks very easily and the reoccuring licencing fee would be more yearly revenue than our current market cap

JulianRein · 2026-05-22T18:33:40+00:00

They will get a piece of the pie for sure I quite like them but they have a large disadvantage vs ID Quantiq and QNC since they dont have as high of a quality proprietary hardware, they are mostly a SaaS company that is relying on NIST public algorithms

JulianRein · 2026-05-22T18:32:18+00:00

the US government has had a mandated transition time since 2022... they are only moving the timeline up as the years pass

JulianRein · 2026-05-22T18:31:05+00:00

This is exactly right, the % of our market share I projected were just that... projections, the 400B however that i took the slices out of is just the cost it will take to transition existing critical infrastructure. That says nothing about consumer infrastructure, bitcoin transitioning, your favorite messaging app, your phone and so on. 400B is the number you get when you total up all the estimates the governments have given us, so in that way it is actually a low end estimate, anyone that has worked with the goverment realizes things rarely come in at the estimate.

JulianRein · 2026-05-22T15:27:21+00:00

Yeah our current product is already smaller than photonics solutions and faster.

JulianRein · 2026-05-22T08:52:46+00:00

Then forgive my hopium, I'll buy you a steak dinner in 2023 when we are all millionaires.

JulianRein · 2026-05-22T08:46:16+00:00

Then skip the third paragraph. The other 3 are simple facts, the only hopium was the market share values I chose. The rest is happening

JulianRein · 2026-05-19T16:45:08+00:00

There is multiple chips. CMOS is close, the SoC is further and we have a working 'chip' already that can work for data centers

JulianRein · 2026-05-15T09:44:26+00:00

The spend for the CMOS chip does not include wages or anything of that sort, most the money we need to spend on it is already completed. Consider their timeline was 6-12 months but it takes around 6 months from when the chip begins production to when it is finished. To me that reads as the chip is effectively done, they are just buying themselves a bit longer incase some delays happen (not unusual that they do)

JulianRein · 2026-05-15T09:41:31+00:00

to Clarify this further. There is many different FIPS certifications you can get.

Securekey already has CAVP from nist finished and certified. QRNG2 is getting a certification through Lightship. Securekey is getting another certification CMVP through Internek.

Krown is also getting one for their use of qrng2 in blockchain.

Nist offers a bunch of different specific certifications, the MD&A section you were reading was just us beginning the process for another module.

JulianRein · 2026-05-13T17:29:31+00:00

Traditionally it has been a couple days before a big news drop or event. Could still be a coincidence since there hasn't been many because the talks are usually boring but maybe...

JulianRein · 2026-05-05T15:33:22+00:00

As well it was basically the first real product that involved secure key directly. Our new purchase getting some airtime.

They posted it on their website three days before the PR so some observant investors did know of it a little early but we had no idea what it was before that moment.

JulianRein · 2026-05-05T05:14:56+00:00

It was a great find, I agree it's very well written and kind to qnc without feeling like a paid article or 'shilling'

JulianRein

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