If the deal with Origin means we incur expenses up front, but...

If the deal with Origin means we incur expenses up front, but revenue only accrues with savings over time, then VIV will need either a capital raise or loan funds. It is not clear to me from the announcement whether Origin is just a marketer, or would help with finance. Origin is responsible for sales and marketing and provides an account manager, but VIV is responsible for installation and managing. What is not clear is how cost/revenue is allocated. My guess is we will need capital if this scheme takes off. A good problem to have.