RE:RE:Agis taking over
These are valid concerns but we can only speculate on reasons why deployment is behind. No doubt jay will paint an optimistic picture during conference call. Bull case is under agis banner deployments roll out, vsby holds out until they get revenue to start on other deals. There is that cooler order for coke that is still out there. In short bull case is vsby has minimal cash bleed while agis does the roll out until they get revs from saas. Seems there is a bottleneck until when/if there is saas revenue. They can overcome if they raise but if not, not sure how they have capital for doing anything else.