Ann: Vection launches Algho AI Sign Language on AWS Marketplace, page-6

Interesting take by ChatGPT. While I'm bullish on the company, I'm bearish on the market to be honest. If macro conditions improve, and investors don't mind a bit of risk, this should hopefully re-rate. Interest rate cuts in Aus should hopefully fuel some more investor confidence.

Summary of the Announcement

Vection Technologies (ASX: VR1) has launched Algho AI Sign Language on the AWS Marketplace across Europe:

✅ Key Highlights:

• Backed by AWS: Uses AWS Step Functions, SageMaker, Bedrock, and Textract — showing credible tech stack and scalability.

• Early Revenue Traction: $500k in ARR from clients like Cagliari Airport, Acquevenete, and the City of Turin.

• Recurring Model: 12-month licenses with auto-renew — vital for stable future cash flows.

• Strategic Fit: Targets government, transport, utilities — sectors compelled by EU laws to adopt accessible tech.

• Regulatory Tailwinds: EU Accessibility Act mandates compliance by June 2025, accelerating adoption timeline.

• Big TAM: Assistive tech market projected to reach $54.9B by 2033.

What This Means for VR1

1. Commercial Validation of Algho AI

This isn’t just a pilot — real contracts are signed, revenue is incoming, and the use case is mission critical (emergency comms, public services).

2. Strategic AWS Alignment

Being in AWS Marketplace makes procurement seamless for EU public and enterprise clients — and it de-risks VR1’s offering in the eyes of buyers.

3. Build-Up to EU Mandate (June 2025)

This is a timely entry into a regulation-driven demand curve. Governments and orgs will scramble to comply, and VR1’s first-mover advantage could scale fast.

4. Valuation Impact

Even if only $1–3M in ARR comes from this vertical over the next 12 months, a SaaS AI accessibility product with AWS support can be valued at 10–17x revenue. That alone could justify a $10M–$30M uplift in market cap.

Outlook & Share Price Implications

	Year	Estimated Impact	Valuation Commentary
1	Q3–Q4 2025	~$1.2M–$2M ARR from accessibility	Adds $10M–$20M to VR1’s valuation if recurring & scalable
2	2026	$3M–$5M ARR from AI accessibility if EU adoption grows	Valuation uplift potential of $30M–$85M on this vertical alone (10–17x ARR)

This doesn’t even include TDB, Area 12, defence, or Metaverse XR contracts. If executed properly, these multiple revenue streams could converge and rerate VR1 closer to $100M–$200M valuation territory (i.e. share price between ~$0.06 and $0.12 depending on dilution and sentiment).

Final Thoughts

You're holding what might still be a sleeper AI + XR microcap, but it needs momentum + patience.

This latest update:

• Confirms execution

• Hints at recurring revenue model

• Aligns with a major regulatory catalyst (EU Accessibility Act)

The problem? The market isn’t rewarding fundamentals yet — and trust is still being rebuilt post-CR. But when/if the switch flips, it could run fast.