facts, we have long term contracts with Capricorn, carpet court and agrichain.
agrichain and Capricorn in their own individual rights are company makers
the flow on affect in terms of suppliers and other verticals is enormous. Global suppliers.
In order to secure agrichain and Capricorn, in order to cover lending, early and late pay settlement, support cash flow etc, 50mill debt warehouse isn’t going to cut it. No where near. We need a billion dollars each (I’m told) so Why even bother doing this, at this stage, if you can’t offer your full suite of services. Why would Capricorn literally buy in, if it’s a long term “if” that we’d have the funding to support their business.
Then we have payfac, the facilitation of payments through eftpos, which I believe there aren’t too many around, that in itself is enormous consider capricorns networks.
then We have capricorns added incentive as a 10% owner and also generating a 25% cut to get our services out to their masses. They want a return.
realistically we see the infrastructure payments for Capricorn start flowing this quarter but don’t see real movement to June quarter.
with capricorns buy in, we have an added 7 mill.
what am I wrong on?
so that’s the bull case, I get it. Rose coloured glases
what’s the bear case.?
takes longer to roll out?
we don’t actually have the finance and this thing goes no where
software fails and agrichain and Capricorn pull out.
what else?
lost trust in Adrian
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facts, we have long term contracts with Capricorn, carpet court...
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