Ann: GomSpace and SAS - New Procurement Agreement, page-41

Well, this whole thing could fall into a heap if funding isn’t secured in the next few months. It could be that revenue is slow coming, but if the nanos get up and the service quality is passable then the revenue will come, it’s just a question of how quickly.

So it’s just a bet for how likely do you think it is these guys can line up all the bucks to get the hardware built. They’ve been consistent and innovative enough on the tech side to convince me they have their sh*t together. And they have signed up enough MOU buyers that I believe they can sell. So it’s worth a punt to me.

(Speaking if service quality, it would be great if they published an independent assessment of their service. I suppose that will come when the pearls are up and they are open for real business.)