I agree. From the latest slides, it appears there has been an...

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verce

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859

07/07/20

17:14

Post #: 45702855
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Originally posted by Resoal3 ↑

$SBW run fairly regular webinars, you can generally workout the $2B+ multinationals that are heavily interested in Smart Shelves, Innovendi, Capsule etc. My opinion is that a number of very large companies who have trialed automated/contactless stores are seeing the huge need for shekel technology, their solutions just have too many pitfalls and customer friction.

Zero chance of a capital raise at these prices in my opinion. Much more likely that parts of the business are subject of a M&A.

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I agree. From the latest slides, it appears there has been an acceleration in revenue as a result of the COVID-19 paradigm shift.

As an investor, you can hold one of two perspectives when considering the future of retail shopping:

1. Increased automation, increased uptake of technology which enables advanced loss prevention and big data gathering.

2. Less automation, less technology, more humans required.

If you know which way the wind is going to eventually blow, this seems like a no-brainer.

Last edited by verce: 07/07/20

SBW Price at posting: 8.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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I agree. From the latest slides, it appears there has been an...

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