Dubber.Dubber.Do., page-5691

That was a very enlightening interview, thanks for posting demolay. Some good insights into an investing firm withe the right philosophies of talking to management regularly and understanding the business intimately, both before investing and also on an ongoing basis.

Of particular importance i think with respect to Steve McGovern's comments was his insistence as always that they were only 18 months into a 5 year plan. In fact he asserted they were ahead of schedule on that 5 year plan, and hence were more like 2 years into it.

This leads me to ponder about the steps in that strategy, which have been focussed predominantly to date on growing the platform, number of partners and building out the environment for the partners. It seems to me that the subsequent part of the strategy would include commencement of an intensive marketing or awareness campaign to the end users, to influence the take up of the Dubber offerings on those partner platforms, and hence drive revenue.

As a few on here (myself included) have been anxious to hear about, to date we don't know much regarding the level of takeup/interest of services from end users, and I suspect that, if as Steve says, they are ahead of shcedule on the 5 year plan, it won't be long before we start to see intensive marketing, and hopefully a subsequent and significant uptrend in revenue. The scaleability of the platforms should then come into its own. If that happens, in believe this company will become a behemoth. So many of the AI functions in the Dubber arsenal are no-brainers from both a compliance and efficiency perspective, that in my opinion once the word gets around and a few users find the value, it'll be a very sharp ride north.

All my opinion of course........