Morning trading July 17, page-285

  1. 32,651 Posts.
    SBW. Lol. Don’t make me read all the financials. OK was US $18M revenue. But that is from sale of scales not new business they are spruiking and on which they have only spent US$2M on R&D.

    So I’m just saying big on presentation but not much substance atm in the IOT area they are pushing. And where there is a LOT of competition.

    They are pushing the Intel connection etc but only ‘strategic partnership’. Does that mean using Intel computer bits?

    As for new cashless retail business. Coles, Woolies already on to that. Pentathlon stores in Sydney already got ‘smart’ checkout counters that know what you bought.

    Given track record of these type of coys from Israel on the ASX I’d be cautious. But I always say that don’t I? Lol

 
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