RE:RE:RE:owner has been pumping his stock
This is still a speculative opportunity. The only good thing going for it is ABINBEV /GM deal and their ~10% stake, giving VSBY some credibility. Future contracts not converting into billings is a key risk - this has been an endemic issue with VSBY. Another round of financing will be needed in 2022 to maintain burn rate, if this continues. Many of the deals Jay indicates in his interviews with Jack, George, etc are never reflected in VSBY filings related to future deals, pipeline. 70% chance, imo, VSBY delivers below 2M for 2021 against 4-7M guidance.