Like clockwork Jocko. Thanks. Vendors of tech is where it's...

Like clockwork Jocko. Thanks.

Vendors of tech is where it's at.

If we look at DDR SP$7.80, (3 tier sales model), a distributor to many vendors in the cyber security space, and then look at WHO the vendors they distribute for are, and start looking into these figures, things get intersting for IP1.

Vendors typically take no less than 70%, with distro and reseller sharing normally a 25%/5% margin.

To comment on the current chart.
Lets take a step back and look from another timeline.

16 month looks like a giant cup and handle potential but has had a shaky recovery. Holders from July 2019 are only just getting back to buy price and swapping of old to new holders is definitely going on. This cycle happend once previously since IPO.
If the timing for the handle plays out upon good results it could breakout. Timing is everything to retail confidence.

Keep in mind the current SP is well below the float price 2017, and is currently 3 years further down the track with proof of concept being completed.

3 years ago CDR didn't seem so important.

How valuable will it be in the next 3?