RE:Rob talking a lot but not saying much meaningful I thought it was the best thing he's put out all year (CCs included). It actually sounds like things might finally be coming together. Tech stack and POCs complete, now sales mode. Maybe crawl and walk has finally turned to run, and the patient will be rewarded with what Rob has been framing up as a true *investment*.
That said, I take everything Rob says with a bit of a grain of salt. On the last CC he promised some update on pilots within a couple of weeks that never materialized, leaving investors like yourself wondering. He's also pumped the growth and business model of the PassWallet pretty hard on Agoracom, but revenues have been anemic so far. Agoracom is paid advertising at the end of the day.
I was calling for financing the past couple of months, and it looks like they found an attractive solution. Glad to be wrong on the magnitude and structure of this one.
If markets weren't melting down I might add here. FOBI holding up incredibly well, but I may keep my powder dry until a Fed pivot .. or at least the conclusion of tax loss selling.