I think they’ve pivoted direction in terms of the channel sales so might be more direct sales for a bit longer. Environmental Consulting firms won’t really want to sell Evs because it puts them out of business so I think they may move towards big developers maybe like becthel fluor aecom (I hope).
I also think the smart city roll out coukd be seminal. I was thinking about the use of the Middle Eastern cities as models for other congested cities around the world. I think Kuwait is due in May so if the roll out works well that should really help.
I think an arr of at least 5.5mil at March 31 is crucial. Anything over this will be a big bonus. Presume we’ll get a quarterly update over the next few weeks.
EVS Price at posting:
16.0¢ Sentiment: Buy Disclosure: Held
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