After i had a day to reflect the deal, here are my conclusions for our future.
A great achievement from management and this hugely derisks our company.While we dont know that this deal will be enough to make us cash-flow positive (and honestly i dont think so) but that is not the most important thing right now.
Fact is Mix&Go is wanted by potential customers and another one just proofed this.
Also even if we are not cash-flow positive with this deal, we should make enough money to further extend the time without needing new funds for 12-18 months.
Not that i believe we would need this time, just like others here i am pretty sure we will see more deals coming during 2012.
The next one will have a huge impact on our stock, the more so, the faster it will be achieved.
Geoff told us for ages, that research by potential customers take time and all the longtermers know what i am talking about.
But if the next deal can be sealed in say 2-3 months time, that would show all possible investors, that the "ADO-train" is increasing the speed (and quite dramatically so) And at this point i guess instos will start boarding the train and the shareprice will be a product of possible future revenues, which will then be bound to rise exponentially.
The 1 Dollar is possible and i firmly believe, we can achieve this,maybe not this year, but if Geoff manages to sign deal after deal, we will get there eventually.
So much upside potential compared to considerably rwduced risk makes this one a very attractive investment.
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