Ann: AWS - Supplementary announcement, page-22

They actually have some fairly cool tech and my summary will not do them justice (but I have actually had expsoure to their tech in banking and a retail trial but a while ago), they really do video/people recognition and then combine this with some really smart tech (AI etc). That acheives 2 keys things in what I saw :

1) They used Facial Recogition to montior movements and queing, which allowed for some resource management but also better and more accurate measures of wait times etc etc. What I can say that even years ago it was really smart

2) In the retail space they used the same tech and FR and other ways that really did have a direct impact on reducing stock loss, I can't go into much more as not sure how much is public or not (all of the above is piublic).

The tech works, it is smart and I think is a game changer in some environments. Ironically the reason I am not a fan of the investment, which I have been consistently negative on since pre-IPO, is that :

1) I think that they are now a little late to the game (there is a lot of tech in this space in my view)
2) They have not really managed to close the gap between concept and sales, I know people will throw stones at me for the next comment but in reality I don't care right now about their partnerships, R&D etc for the next 9 months they should only be selling selling and selling, and between that selling a little more. This will boost the revenue to make up for the pause in development. I sadly feel like the company is a great tech hobby with amazingly smart people, that forget to be successfull you need a revenue stream ..... Think Beta and VHS better tech did not win, better sales did (VHS sold to the porn industry as the default standard).

make your own assesments