Ann: Appendix 4C - quarterly, page-51

My view is this is being oversold.

They are targeting the electricity asset sector that has the potential for 5 figure recurring monthly revenue that also leads to savings and efficiencies for the companies using it. It is the sort of product that will sell itself as more companies trial it and follow through with a purchase (of course I'm sure it is not an ideal product for everyone in this particular industry).

The question is, are companies trying the product and not following through? I don't think so given the sales pipeline is paid trial, paid evaluation and then recurring monthly product use. The sales pipeline is months long.

Then they have diversified channels to sell their platform and partnerships taking off as per the 4c.

This is high level and I appreciate others have dug in deeper on this thread but I'm surprised that the market was expecting more from the 4C tbh. We only just got our North American focused sales lead on boarded this quarter etc. It may take a few months (perhaps into the following qtr) for the paid recurring sales to roll in, but when they do (and I think they will), it will pour. I would have thought that is what ran the price up in the last couple of months.

My prediction is that those who have held from sub 4 cents will take their profit, people will reassess the prospects and pile back in. If I'm wrong well I think the market is providing a very attractive buying opportunity for those lucky enough to be standing around with free capital.

Let's see.