RE: Interim results....16 Sep 2022 09:59
Yes, it was a positive presentation, bird's always are and IM speaks well. But there were some negatives in the presentation that I commented upon. It's all very well saying we'll see shockwaves through the industry but how does that enhance shareholder value. IM readily admits that bird is a disruptor technology and it is priced accordingly.. ie it's priced keenly in a competitive market as IM admits.
If they have the best product supported by IP why are they not charging for it and more importantly why is there not wider take up. What are we banking on, the PBB customer in the USA is announced, the industry is shocked to its core and customer after customer is banging on birds door with wads of dollars. Really !!!!