Hi,
This was the expected investor presentation as part of Techknow..
I am a bit disappointed with the install rate and expected a bit higher numbers.
2800 by year's end appears to be difficult to reach.
I am not sure what the reason for the subdued numbers are, considering DTS has only around 53 employees (I think) management has to deploy resources where it is the most promising to get returns that deliver sufficient cash flow.
The company has only recently focussed on the integration of the Algo into aggregators' systems and this has perhaps to do with potential deals in the US where future lucrative contracts are dependent on the integration.
The presentation announces more aggregators' integrations to follow. Focus on the USA makes also total sense. It is the biggest QSR market by value in the world.
Let's hope for some news will come out of DTS before the end of the year.
I am happy to wait.
K
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