My view -18/1 AnnHighlights Placement of A$2.1m to...

My view -

18/1 Ann
Highlights
 Placement of A$2.1m to Sophisticated and Professional Investors at $0.16 per share
with one attaching option per share exercisable at $0.32 for 12 months following issue
for every two Shares issued. Crazy expensive price for an option with such a short expiry date isn't it.....who in their right mind would take up the offer unless part of the investor presso was a structrued path forward in which it was clear there was significant growth ahead. Also note that 32c wouldn't be an expected price, 32c is the exercise price so actual share price would want to be higher than that.
 Placement price of A$0.16 per share represents a 19.8% discount to the 10 Day VWAP Good discount but expected for such a low SOI company
 Funds will be used for product development in the company’s Retail Innovation and
Shekel Scales divisions, and advancing the Go To Market strategy of its autonomous
micro store and micro market coolers (see next ann below)

20/1/20 Ann
Highlights
 Shekel Brainweigh is working with its joint-product partners, Parlevel Systems and
Imbera Cooling (research these guys to see what they are worth and what market share they have. Hint - They ARE the market), to penetrate high-traffic areas in the US market with its second
generation micro market cooler, branded “hubz”
 Parlevel Systems, which provides vending management systems, and Imbera cooling, a
world leader in the commercial refrigeration industry, expect the first hubz smart coolers
to be delivered by April 2021 (well within the 12 mth expiry of 32c options). The companies will co‐operate in expanding to other
regions of the world later this year (still well within the expiry date of options). Note here that our tech is the key component of the market leaders machines which they are trying to sell worldwide.....we're not hoping to be a supplier, without our tech they don't have the product
 These go‐to‐market strategies will be funded by a portion of the A$2.1 million funds
raised through a placement.

27/1 ann
Summary
 Shekel Brainweigh is continuing its partnering with Hitachi Europe to target Micro stores and convenience stores either independent or as part of retailer chains with the Capsule platform based on its Product Aware Shelf (PAS) Europe - 750 million population with a retail spend of AUD$5.5 trillion per annum. Hitachi - Billion $ market leading company with 300,000 employees
 This go‐to‐market strategy will be funded by a portion of the A$2.1 million funds raised by Shekel Brainweigh through a placement to sophisticated and professional investors that was announced to the ASX on 18 January 2021. There it is again....that surprise CR funding expansion that in turn will drive a re-rate.

These guys aren't playing, they are actively working with two significant companies in the retail space currently and have previously announced pilots with the largest retail chains in Europe (which occurred in the middle of COVID!)

The absolute key for me is the nature of the tech that SBW owns rights to. The end products these large companies want (micro stores, cooler shelves, vending machines, etc) do not exist in the form that makes them so unique without the tech that SBW offers.
This is not a matter of "we're working with a bigger company to try and get our tech in their products".....it's actually "bigger companies are working with us to get our tech in their products so they can develop market leading products".

In my opinion this will go one of two ways - someone like Hitachi or another multi-billion company will 'buy' SBW on market at a greatly inflated price (take over). Remember in total we're currently only worth $20m odd.......would be nothing for someone to drop $50m, even $100m to buy the tech and a company that's an ongoing concern.
or,
option 2 -
Article excerpt - With over 7 million vending machines in the United States, the National Automatic Merchandising Association (NAMA) estimates that the average American spends $62 on vending machine purchases annually.
High quality vending machines are around $12K, multiply that by the 7m in circulation to get an understanding of the market size for machine sales.
US has a population of 331m. Multiply that by a $62 spend per head to get an understanding of the market spend.

I'm sick of typing....but the above should give a pretty good idea to those wondering why I am so bullish here and am buying more shares at these prices with every spare cent I have.