Ann: Xped Strengthens Board with Key Appointment-XPE.AX, page-196

My take:

1) healthcare and industry are the 2 frontrunners for IoT deployment
• both depend heavily on sensors to deliver vital data - sensors are the key early stage IoT devices
• mass market consumer engagement will hopefully kick in, in the not-too-distant future

2) XPE have now created deep collaborations into both of these sectors
• via JCT, data centres, digital keys...

3) whether to purchase a collaborator or not depends on multiple factors
• their willingness to be bought / their revenue and profit position / their roadmap to growth...their ability to showcase Xped features and benefits in a powerful way
• I can't say what exactly makes JCT a definite purchase - but I see why XPE would consider a purchase

4) the main game is to continue to create pressure on the chip companies to start production with ADRC
• every deal / every customer / every $ - that ADRC is engaged with adds to that pressure

5) each ADRC deployment is another bet on success
• in the short term, different sectors are moving at different speeds with regard to IoT - its essential to put multiple horses into the IoT race

6) in the long term maybe someone else gets to be the standard
• so we must try to achieve a significant business in the event we don't win all