CVT 0.00% 1.5¢ covata limited

Ann: Q4 FY2016 Conference Call - Transcript-CVT.AX, page-13

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  1. 5,339 Posts.
    lightbulb Created with Sketch. 1297
    TD
    Most of what i want to say (below) has been said before by others , who are smarter and more informed than me.
    Let me try:

    From this morning news, TT is excited, yet very cautions to release any specific numbers, to avoid upsetting any of the sale partners. After all its business is about 'confidentiality and security'.

    The exciting sales focuc is UK govt departments, for next 6-12 months
    (The other sale channels can wait, won't matter, for now)


    We know 'Its a Numbers Games""

    5,350,000 uk govt employees (potential users) is bigger than the populations of Melb or Sydney !

    47 ministries & depts
    375 agencies
    https://www.gov.uk/government/organisations


    Revenue potential:
    @$14 a month, $168 a year , annuity income , before splitting some with sale-partners

    We are talking $MILLION$ here

    How?

    A)
    Before MD of FCO was named as the 'Direct-Sale' partner


    http://www.asx.com.au/asxpdf/20160429/pdf/436w62k3rd4tp1.pdf

    3 months ago, 29/4/16

    p24
    Covata is in advanced stages of negotiations with a number of tier-one Government Departments and Agencies"

    ( 3 months a later , e know FCO has 250,ooo prospects in the pipeline)


    B)
    Multi-national Defence Prime,
    $200m tender,
    29Feb 2016 ,
    5 months ago


    p25
    Cvt has to be 'best in breed' to be picked by big players to be part of the syndicate,imo.

    Likely targets are - Armed forces, MODefence, Intel Agencies, D of Exiting EU etc

    (There will be more tenders of this nature in future)

    (5 months later, we are inching closer to end of tender)


    The patient shhs will be richly rewarded.

    Aimo
    Dyor

    (My apology for the fonts, from cut and paste)
    Last edited by Glyco: 02/08/16
 
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