Thank you for all comments. It is always interesting to test sentiment.
Perhaps
@notlistening14 will add some thoughts too. I posted to get some discussion happening and overall, I think it has been worthwhile, as we await more information from our company.
MickySea - fair question of yours to me.
Yes, I do have some doubts about the ability of management to execute deals of the large and game changing variety, at least in the near and now time frame. We would all like to see that, but I am simply not sure if they are ready, capable or have the imminent demand. My doubts are therefore that it will take longer, but I do not doubt the company will succeed ( = win).
I do believe they have the units/stock on hand to move very quickly for a "big" customer. I believe in the product, I think the opportunity is massive, and I think the risk/reward profile is such that there is minimal downside from current prices. This is why I continue to accumulate at these levels. I respect your comments about the company "showing it's hand" with more deals. Perhaps it is gut instinct. Only time will tell.
And I will not deny that I am also impatient, in a relative sense. I have bought BUD shares from mid teens, to high 30's (eek!!, I was way too excited up there), then traded well in the low 10's and out to the low / mid 20's range, so all up, I now have an average of below 12c, with over 1.5m shares.
I believe in playing a straight bat. I am expecting DM and the team to do the same. Of all the tech companies launched on the ASX in the last 18 months, this is the absolute gem IMHO.
Good luck all.
