Book, I am beginning to wonder whether outside of Votiro's technology, do SEN really have a good suite of products ?
They reported one reasonable block sale last September via Thales for $2M. That was a good order, but one in 6 months just isn't going to move the SP needle. 'You can lead a horse to water, but can't make it drink'. We think we have good products, but do we ? Thales and Gemalto before that, have had this product for distribution and the sales just aren't there.
The world isn't buying much of what SEN has to offer, so what is the deal? We certainly don't know, because FG and his merry friends never tell us anything, so why would any investor buy in to that?
Been plenty of promises made over the years, but until they deliver revenue through strong sales, the SEN product suite effectively means nothing.
Votiro appears to be our only SP hope.
Happy Easter (sorry to be a debbie-downer)
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