What do investors see as the main challenges for EVS over the...

What do investors see as the main challenges for EVS over the coming 6 months?

EVS/EMS integration - now more than 60 days in. Their stated initial focus is pulling together the sales and marketing functions, combining the pipeline under a single sales force and the China cloud solution - Alicloud (can anyone shed more light on this?). I suspect there will have been some delays here due to the various lockdown restrictions. How well with the respective EVS and EMS sales teams combine and how significant will the learning curves be for the respective teams? EVS brings a much smaller workforce but a larger portion of the software? How well will the software and products integrate? Will there be a significant lead time before the new sales force start closing deals? How will they pitch to potential customers that their products and software are a "must have" rather than a "nice to have"? This is where SeweX comes in. But how do they achieve this across all of their verticals?

Pipeline - 7 weeks till FYE. How many of the stated 16-22 target opportunities will close? We've had two positive updates from China but how are the other regions tracking? If there isn't a clear RoI to be had then will customers turn away in the current macro-economic climate? How will the company start to better quantify the RoI. What are the key challenges to growing the pipeline? It's a big positive that Cerrejon is helping to pull together a case study that will look at disclosing some of these RoI numbers. How will they market this?

The BoD - as EVS I had good faith in Peter White and his team. They have now taken on a huge up-scaling with the acquisition of EMS - a RTO of sorts. Are they adequately equip to navigate through the challenges ahead?