SBW Video Conference Call 20/10/2020, page-3

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Yohiman

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20/10/20

21:01

Post #: 48248576
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Originally posted by Dr.Chow: ↑

Hi All.

Quick update from the call. (In laymans)
Not much from what we already know, but take from it what you will.

-Mr Arik Schor (AS) - Hello
* Experience (confirmed, PazOil being mentioned)
*3 areas of strategic importance and change

1. FIX capital structure of SBW
2. Bring scale division back on track (rev 2m+)
3. Deliver of promises of INNOVATION division

Q: Covid19 impact
A: (AS) slowed growth, but created market demand. Q420 and Q121 acellerated growth expected

Q: Announcements- re:capsule
A: POC updates in time

Head of retail - notes capsule is focus
Product aware
Innovendi
Capsule - emphasis on CASINO GROUP. Hard lanuch expected DEC20 in Paris.

Looking for other global partners

Q&A

Q: Shekel Scales and Covid19
A: Slowed, acelleration expected, necessary in climate

Q: Growth core business
A: New customers and progressing existing partnership- Hitachi/Toshiba

Q: Edgify Fastrack
A: Very strategic direction. Still in R&D. Looking for intergration technologies. Once identified technologies put in place, agressive implementation expected during 2021.

Q: Collaboration Hitachi Update
A: Agreement in place at R&D level. Revealed its global so can extend product POC to US.
LiDAR is in HITACHI Hq Japan and theu presented it as a full Hitachi branded product (putting their logo on anything is a huge deal)
Hitachi strategic direction involves retail expansion.
Privacy concerns are showing huge oppprtunity for the LiDAR product to be commercialised faster over camera based products.
Very bullish sentiment on partnership moving forward.

end.

All positive from what I can see.
Mr Schor appears to be the glue thats holding the new SBW together. 3 heads are better than 1.
I believe the capital injection will also not be coming from a CR. AS mentioned the capital restructure will be dealt with in house.

2021 and the Capsule will be a juggernaut once commercialised.

The future for the Hitachi partnership looks great, now lets see this accellerated growth Q4 and Q1.

Goodluck All. Get your tickets.

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hi Dr

I thought I heard them say, when talking about Hitachi and Lidar, that they had another innovative collaborative project trialing inside Israel at the moment, or something to that effect.

Do you recall hearing the same?

SBW Price at posting: 29.0¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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SBW Video Conference Call 20/10/2020, page-3

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