I can't lie that investor presentation in the first minute looked so depressing and Daniel Lai look depressed and with Kurt not showing up I was a bit worried.
But that...that was a good presentation. Daniel stuck around and answered so many questions. I came away very happy with that.
DHL sounds promising
US DOD sounds promising - will be interesting to see how this pans out and if it does how many users (he mentioned 150,000) and the deal size we're looking at.
TDI sounds like it can make some waves
And he ended it exasperated saying we were undervalued.
He elaborated on a lot of different things - I'm cautiously optimistic. I still expect the new few months to be quiet and overall will probably be a slow grind. Hopefully 2026 will have a lot in store for us.
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