Understood1 Jun 2022 14:39
I’d like to see something, anything substantial, from the narrative, morph from opportunity into contract.
Pessimism or realism?
They’ve only reported on the positives.
SA, OpenBox and DHL omitted.
SA is six months in - no deliveries confirmed.
OpenBox, an unknown entity, is five months in - ditto.
DHL have been aware of/testing Lokies for a year. If any company is in a position to see the benefits and quickly adopt Lokies - it’s DHL. Level of commitment thus far, 32 units!!
Elsewhere there have been no substantial contracts RNS’d.
So what could form the basis of a pretty positive (in terms of revenue) if something doesn’t cross the line prior to the interims?
I expect they’ll be very keen to get something significant done before then - else the spotlight that they will be obliged to shine on revenues, might reflect unfavourably despite all this progress.