I don't think they can give away the finer points of each deal...

I don't think they can give away the finer points of each deal as there's probably some points of difference.

We know with Coles & Woolies they get the best deals because of their strength, likewise Walmart. Could be the same here ~ not for sure.

Here's a basic overview of the revenue model.



The 3rd revenue stream is variable, so how can one accurately predict take up for a disruptive product that's not been used before?

Their prediction has been 5-10 more deals - even that would be a rough guess but that's a lot less than 50 deals.

That's why the whale would be such a mammoth deal for this emerging company. It will highly likely get the flywheel absolutely ripping and, in turn, revenues and cash inflows humming.



The whale should confirm Linius has a moat, too, otherwise they would have done it themselves.

Who wouldn't love a strong moat in business?

Imho & Gltah