Member Info for Retrostat

Alignment...

OptimaEd (Engage XR Client and Meta for Education partner):

"Our goal is to develop innovative and effective tools and resources to better serve and advance the field of education and to make classical education available to every family."

https://www.linkedin.com/company/optimaed/

President of the United States:

https://x.com/ErikaDonalds/status/1906817615210664222

U.S. Secretary of Education:

https://x.com/Linda_McMahon/status/1906393803927306721

Erika Donalds: Founder and Chairman of OptimaEd. America First Policy Institute Chair of the Center for Education Opportunity and Chair of the AFPI-Florida State Chapter.

https://www.foxnews.com/video/6370865239112

Also..

Today, Early Childhood, Elementary, and Secondary Education Subcommittee Chairman Kevin Kiley (R-CA) delivered the following statement, as prepared for delivery, at a hearing titled "From Chalkboards to Chatbots: The Impact of AI on K-12 Education":

https://edworkforce.house.gov/news/documentsingle.aspx?DocumentID=412311

Hi Muck, the positive reaction to David's MXInk pen and car demo on LinkedIn has been exceptional as you pointed out. Reaction count currently 1300 and has still been growing quite significantly. I wouldn't be surprised with all the positive attention is has received, including as you also pointed out, Logitech themselves weighing in with praise for Engage, if it attracted a few investors. Version 4.0 release will support the interactive Logitech pen in the demo so my thought on your question of topic is, yes maybe.

Also a note of thanks to Muck165, MKS123, Oldtramp for your posts and links here to research and general reading on the broader matters relevant to EngageXR and the market they target and operate in. I find it interesting and useful to try to keep a view of real time developments and the growth and potential of their Clients such as OptimaED. Including influencing factors further afield such as XR hardware developments, statements, actions and investments in XR by Key decision makers in the industry such as Meta, Apple, Android, etc and political developments affecting the growth and development of their marketplace such as US education. After all it is areas such a this where the demand for Engage's product and the resulting revenue would be coming from. Posting in a blog here with the motivation and expectation to meaningfully influence the share price is futile and a bit delusional in my observation and opinion. However as a means of helping to gauge the longer term prospects it is quite useful. If not for anything else it provides some positive noise in the silence while we wait in hope for the best outcome. Hopefully our discussions here will soon include news straight from the horse's mouth and a significant increase in the valuation of the company.

Thanks for the read MKS123. That sounds positive for the XR industry. Let's hope EngageXR release much needed news soon to reflect said lucrative market and rising demand.

Impressive

https://www.linkedin.com/posts/davidwhelan1980_spatial-mxink-designers-activity-7310261450525061120-ixvS?utm

Https://optimaxr.ai/optima-ceo-adam-mangana-wins-2025-capital-one-catapult-pitch-competition/?utm_content=327760444&utm_medium=social&utm_source=twitter&hss_channel=tw-995421112120070144

Https://www.linkedin.com/posts/davidwhelan1980_titanic-quest3-titanic-activity-7308547219601670144-g0D9?utm

Great article, thanks Cuddy. All being well hopefully we will see more write ups like this and increasing license numbers with the proposed increase in school choice and charter schools in the U.S.

Erika Donalds attended a roundtable meeting with the Education Secretary Linda McMahon yesterday.

https://floridapolitics.com/archives/726858-erika-donalds-says-shed-back-a-parent-directed-education-system-as-first-lady/

An encouraging nod to technology in Ireland from the U.S. Vice President.

https://youtu.be/4vPhAmW2shg?si=gszvcyQGPMAW1750

Hi Muck. As the end of Q1 closes in, my expectation of news in this quarter of the elusive delayed large contract is diminishing. Perhaps the delay is linked to the wider issue with PwC that Reg posted on recently. There does not seem to be much info available on that issue currently. From what I have read it seems to not affect PwC's existing contracts. Maybe in response PwC have put in place a pause in some areas until the situation is fully assessed?

If the contract did arrive I would hope Engage would let shareholders know, however I would also not be surprised if we did not hear about it until the next trading update. From comments made in the last investor presentation Seamus CFO said that any news they have put out has not had significant movement on the share price even when they made the positive announcement of their first 7 figure deal last year. He also said they as a company know that the only thing that is going to move the share price positively upwards in a meaningful way is getting to profitability.

The lack of news flow would seem consistent in that belief. However he did also say that they will continue to release news as appropriate.

Reference from minute 19:15 in the video below.

https://youtu.be/ow0DG5cDBzU?si=Ykcf51elvL66DZtC

Whatever it is going on behind the scenes it seems to be completely occupying David and Co's attention away from PR. He has been unusually quiet as Muck also pointed out last week. It has been a week now since Meta launched Meta For Education, a significant development on what is possibly the most promising partnership arrangement to date for Engage XR and their revenue prospects and not a dicky bird as far as I can tell from David or the Company about it. Surely the positive attention and promotion via an RNS on the launch should have been high on the agenda? Oldtramp had it on here within 30 seconds of Meta making their announcement. Surely Engage could have had an RNS ready to go for the attention of more than the few people who frequent this board. If not an RNS at least a blog post, linked-in, something from them? Is the incremental building of the company's valuation and investor confidence through this most critical year, with at the very least the official promotion of obvious good news on the radar? I'm reluctant to criticise the company on this issue as overall I am very impressed with their achievements. I trust they will be prioritising their attention on whatever is most pressing in the Company's best interests. It just seems odd. Perhaps it will become clear soon.

I stand corrected, before posting I thought I should check linked-in. We have news about a pen.

https://www.linkedin.com/posts/davidwhelan1980_vr-mr-mixedreality-activity-7303068551634993153-uP9X?utm

I think the only point here obviously is following the progress of the potential opening of a large market for EngageXR and OptimaEd through the Meta partnership and the relevant developments in education funding and governance in the US. Virtuous of you to plan to make your 20% from it though before making an exit.

Senate Confirms Linda McMahon as Education Secretary.

https://x.com/ErikaDonalds/status/1896706969031119310?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

https://x.com/ErikaDonalds/status/1896674515402506304?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Erika Donalds ~ "It's time to prioritize children over politics and expand education freedom across America!"

I noticed the same. I suspect possibly for impact and reach via media he may choose to do it initially via RNS to notify the market on Monday. Meta announced the launch after market closed here on Wednesday. Maybe he wants the RNS release to have the benefit of the full run of next week.

The timing of the Meta for Education release this week I think is note worthy. The new US Education Secretary, Linda McMahon has her final confirmation vote on Monday.

https://www.politico.com/live-updates/2025/02/27/congress/senate-advances-linda-mcmahons-nomination-to-lead-education-department-00206493

Meta for Education is available in all countries where Meta Horizon Managed Solutions is supported. This includes many countries around the world, including the United States and United Kingdom. 

https://work.meta.com/help/307276701907179

This is brilliant news Oldtramp and quick off the heals of the partnership announcement which broadly stated Meta for Education release "later this year". It's fantastic it is available so soon and can start the process of expansion and revenue growth from here. Combining this with the discussed potential US education situation, it feels a very exciting time to be an EngageXR shareholder. Meta are promoting EngageXR on the Meta for Education website. A screen shot of Engage Link is used when scrolling down the page.

https://forwork.meta.com/gb/meta-for-education/

Byron Donalds has now announced his candidacy for Florida Governor. As we know he has Trump's endorsement.

In the interview in which Byron made the announcement he comments specifically on education as a focus for him.

https://www.foxnews.com/video/6369328195112

Thanks Muck165 for sharing the video. It certainly feels as though we are seeing the convergence of some major factors to a potentially spectacular outcome.

- EngageXR's comprehensive K-12 education offering revealed and ready to go. (School of AI is an absolute winner of a product in my opinion)

- The political will at the highest levels of the US government proposing revolutionary change to the education system and funding to charter schools.

- An established OptimaEd with a working, tried and tested scalable model. With a very influential and well connected Founder and Chairman.

- $1.8 trillion Meta with the cost effective and capable Quest3S headset released and ready for large scale deployment.

David is surely a genius of a CEO to have put EngageXR in this position. A phenomenal achievement to position the company as a key player amongst such large and powerful forces.

I am very impressed by him and his team and excited to watch the developing situation. Hopefull for the best. Good luck everyone.

Connections indeed, note who was sitting in the first row behind Linda McMahon at her confirmation hearing yesterday.

Thanks Oldtramp. Very speculative but I wonder if a potential nationwide rollout of OptimaEd's Florida model could be on the cards? In context of the information posted today, the timing of the announcement and alignment in partnership of Meta, OptimaEd and EngageXR maybe could suggest the possibility. Also, in light of the revenue numbers in the recent trading update, I feel that the claim by David CEO of cashflow break even in FY25 would be absurdly bold, unless of course he already knows what is coming.

"we expect 2025 to be a strong year and remain confident in delivering our strategic objective of cashflow break even in FY25. The Education and Training sectors will be the primary drivers of growth."

Thanks oldtramp. It seems I am not abke to post the links here for some reason but if you search manually for each one you should find them hopefully.

Trump signs sweeping executive order to expand school choice

Florida school choice advocate Erika Donalds will join the America First Policy Institute as Chair of the Center for Education Opportunity and the AFPI-Florida State Chapter.

Erika Donalds Twitter

Bill Aims to Spur U.S. Leadership in Immersive Technology