RE: VRE - Post pandemic21 Oct 2020 10:53
Bensug - a good analysis of this company's market and prospects. I am an adult educator (until the pandemic, I ran interactive leadership training courses internationally), and I'm coming to terms with the likelihood that companies have lost their appetite for flying highly-paid managers and executives around the world to sit in confined conference rooms (however interactive & participative the learning methods are). Many training consultancies are experimenting with the new technologies and platforms to try to make learning online as close to a f2f experience as possible - e.g. using MS Teams, Zoom, Miro, Mural, Mentimeter, Slido, etc, etc. However, none of these quite cut the mustard for sessions of any more than about 2 hrs max. I think VR and AR technology will be the next level. VR is now just starting to catch on (after a slow start) as the tech gets cheaper and less clunky. I think this company is on to something, and I expect good things.