agree. just watched the webinar too. a lot of colour provided. the story is hanging together and they clearly have a considerable head start over competitors who face technical challenges to scale up their products for bigger boats (Mark M said Veem had no competitor in their target markets at this stage - but did expect them to enter), then have to prove their offerings to consumers, while Veem has a major player already on board and actively supporting their offer. the other impression from this and other communications, is just how cautious boats owners are (and who can blame them) given the cost and risk of doing the wrong thnig. having a major boat builder effectively endorse the VEEM technology is a real positive in that regard.
It is still very hard to know how quickly or strongly this ramps up - and to be fair Veem don't really know either - but the overall impression is very positive.
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agree. just watched the webinar too. a lot of colour provided....
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