Together, the bits and pieces we have are: a fragment in the BRR; this report from you and chand; PB has a close relationship with USPS; and TZ saying that they can't mention some of the big opportunities that they are working on for reasons of confidentiality.
Not much to go on, I agree. But, maybe someone on the list could go through our competitors' websites (Bybox, keba) and see if they mention working with USPS? I haven't heard any mention of this - so on this basis we are at least in with a chance, and, I think, a strong chance by virtue of the PB relationship.
As the Veritas report makes out, this is a long game. If we don't get USPS, it's not good but it's not the end. I'm in because the technology is not only good, it is cheaper and offers more to customers than all the alternatives - we have a strong competitive advantage, I think.
TZL Price at posting:
31.1¢ Sentiment: Hold Disclosure: Not Held
