I have now had time to listen to the company presentation and would like to share a few thoughts but also hear other people's opinions. Please.
- Yoav did well and the candour was refreshing.
- the slide at 17/18 minutes is impressive and an amazing checklist to track ELS' progress and traction over the coming 24 months.
- I am surprised so many companies - and as I had written before non so more than Droneup - are willing to be publicly disclosed as clients and partners.
- when David commented on Google, Amazon and Apple he made a good point about the density of Walmart's stores but I think he also gave us a hint when he said they could not comment because of different NDAs. I took that as an involuntary admission that at least one of them is talking to them.
- I am still not clear about the runway they have though we can now speculate that between the Droneup bill and maybe one or two others they might scrape through to the end of June and the 3.4 mio cash from the options premium which would cover them till January.
This has never looked better.
I would love to hear other people's opinions.
ELS Price at posting:
46.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)