100% VISA has POTENTIAL to be material... was always stated as 9SP expects revenue to be material. If we get G.O's prediction of 9 figures over 5 years... agree that it will be a gamechanger - would also expect a re-negotiation to occur (or begin) at around year 3 if the revenue flows this well - with better terms for 9SP at that time.
I cannot say 9SP has ever provided a revenue target. IMO their level of disclosure is lacking and needing improvement....
Development team is making some excellent progress lately - real question is when will we see the fruit? Adrian suggested expectations of VISA revenue starting to flow in Q4.
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