Did you watch the presentation? GO explained exactly why the cost of deployment for FrameS solutions will reduce over time. It's completely logical, as they are currently getting paid by their customers to develop their own software - not just one product, but a suite of very different solutions that appeal to a broad market. As the software develops, it becomes easier to market as an off-the-shelf product and cost to Vection reduces.
For each $50K contract that Vection signs, there is a recurring component to that, which is the software license fee. There is no reason for that license fee to be any less sticky than for 3DP.
Vection is targeting businesses with a large established client base, like Compugroup Medical - they provide software to thousands of pharmacies across Europe. Is every pharmacist going to start using AR, nope, but as glasses become cheaper and better, the user demand is likely to increase. Vection will then be able to sell its pharmacy solutions as pure software sales - no further development costs. This is just one string out of dozens that the business is developing, so if pharmacy AR is not a winner, then not a big deal.
Anyway, sorry this stock isn't for you. Good luck to us both with 3DP, but don't believe everything our fanatical ramping friend over there tells you. There are at least a couple of posters on that board that understand the tech, and provide some moderation around the risks.
VR1 Price at posting:
8.1¢ Sentiment: Buy Disclosure: Held
(20min delay)