Dude!! C'mon, again!? You just don't get, do you? This is bordering on obsession now. Look Gucci, I gave you the opportunity to address his NUMBERS breakdown, straight from the quarterly accounts and once again all you do is talk about H...it's H this....and H that...on and on.
Really!? Ridiculous mate. As ridiculous as spreading lies about me being someone else and having been expelled from this forum before. What is up with all this weirdness? Grow up mate.
This isn't a comic book saga, you're not NET's hero on a moral crusade against it's enemies, none of you are...and "H" is not your arch enemy. I am not your enemy. It's just another investment buddy, relax. Either it's sound or not, if not, I kill it and move on, and deploy my capital elsewhere. If it is sound,
I hold until things change, we all have an exit strategy, right?
The issue is, I've never had this much trouble understanding a company's product or what the hell it's true edge is, compared to it's competitors. Even youtube has bugger all on it, yeah..wow. So anyway, I've gone through the website, the accounts, and all the presos (very pretty, lot of rehash, but no detail). I've also spoken to a close friend who is a director at a Sydney VC firm, and all I could find is one analyst report...MrKotiko gave it to me actually, and it turns out to be by the mob that handle their to market transactions..hmm..hehe. Still, I am enjoying reading it. There's almost zero on google about VIN or VSN tech and I can't trace the awards online either. Anyway, look, nothing conclusive, just uncomfortable, right? It could still be an amazing investment. No conclusions for me yet.
But, the hype is immense, hmm...so...for now, I'll keep digging. I have a feeling that it all comes down to sales of licenses, in the end, right? The number of VSN licenses sold, the growth of these subscriptions. The world bank water plant job is just a distraction, as are the licences sold to it's own JV partner. So, what really is going on? And why won't they publish the VSN quarterly sales numbers. Strange, no?
So, WE, all of us, coz we're in this together, need to see the VSN license subscription sales numbers on a timeline, as well as the retention rate, right? Is retention 10%..50%..90%? Because, this would determine recurring revenue, right? Again, something not shown. Do you at least agree with this mate? Two numbers: Sales and Retention. This will be proof that their tech, the amazing VSN, is for real.
Why won't they show this?
Maybe, one of the veterans here...a true stalwart who might have some traction with the company, could perhaps compile an email asking for these two numbers to be shown on a timeline, for transparency, 1) New License sales no.,
and 2) Existing License Retention %.
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