April Update, page-9

Just listened to the webinar. I am convinced this will be a slower burn than what the market may be expecting. However the game changer will be moving into a full % revenue model revenue contract with an existing client (i.e. Liberty Mutual). Once they get there and deliver to such a large company, the possibilities are endless for the other leads. Plus there is opportunity for other integrations across existing client divisions as the tech learns and grows. The leads aren't the issue but the commercialisation, which they are fully focused on and dedicated too. I am accumulating a position at these lower levels. The only major downside risk, in my opinion, is failing to execute the technology which I feel is mitigated by the quality of the team & how they communicate their confidence in what they are doing. Time will tell. However they have numerous major companies engaged with them and supporting them to turn the tech into commercially viable assets.