Still awaiting:
1, Your call for deal or CR and when
2. Your NOR investment thesis assuming it is not: big deals soon for [insert any product here]
3. Business Case for a telco; use case/s for telco customer for any NOR product
It's ok to be wrong; you have a demonstrative track record of the same for 4 Q's now.
By the way, I chalked up another Customer Service experience via Telegram today. All done with short/sharp texts and a mix of bot/human interaction. Convenient. Efficient. Cost-effective.
So what role could CogVoice play in the scenario above? Either:
i. none as it cannot interact with 3rd party apps like Telegram or
ii. try to replace Telegram as the app of choice. Any remember PO promoting WP as the 'WhatsApp killer'? Talk about a false sense of hubris.
As telco customers opt for call avoidance, NOR develops CogVoice. Talking about being late to the party. It reminds me of a roaming call service, WorldPhone, just as the EU pulled the need for roaming and WorldSecure; the less said about the latter with its 100 downloads the better.
All imo
NOR Price at posting:
4.7¢ Sentiment: Sell Disclosure: Not Held
