Tis all well and good to have the product(s) P2P, and it is a very good thing to now know who our first customer will be, but we have seen very little detail about the actual revenue model for ESI to come from the deal(s) in India.
I think it is very unlikely that the current deal(s) will generate billions for ESI. Tens of millions perhaps, depends on how good our team is at the negotiating table.
The ability to replicate the model into other regions is probably where the potential lies, but that ain't happening this year IMO.
Tis all well and good to have the product(s) P2P, and it is a...
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