@andy, Watching a video like that, with all its blue sky...

@andy,

Watching a video like that, with all its blue sky motherhood and apple pie, makes you feel like immediately buying more shares; when what you really should be doing is taking a cold shower (!)

In terms of milestones, because I don't know how exactly the revenue model works (yes, I know.... a bit of an indictment on me given I own shares in the company, despite not even knowing how it gets paid by customers), I will not paying much attention to shopper numbers being brought on board.

Instead, because the company is not commercially self-sustaining and has finite cash resources, for milestones I am going directly to the pressure point, which is cash inflows.

To that end, I have set the following thresholds:

1. Cash Inflow @ end of December 2018: >$10m
2. Cash Inflow @ end of June 2019: >$25m
[*]

Depending on how the company is travelling relative to those milestones will determine whether or not I exit, do nothing, or add to my holdings.


[*] Note: these are cash inflow run rates at each period-end.