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Bullboard - Stock Discussion Forum VSBLTY Groupe Technologies Corp C.VSBY

Alternate Symbol(s):  C.VSBY.WT.B | VSBGF

VSBLTY Groupe Technologies Corp. is a Canada-based software provider of artificial intelligence (AI)-driven security and retail analytics technology. The Company is engaged in providing Proactive Digital Display, which transforms retail and public spaces as well as place-based media networks with software-as-a-service (SaaS)-based audience measurement and security software that uses AI and... see more

CSE:VSBY - Post Discussion

VSBLTY Groupe Technologies Corp > This info is from another VSBY investor.......
View:
Post by colima on Mar 18, 2022 3:36pm

This info is from another VSBY investor.......

This lack of information reflects on the share price.
Notes from early October to current:
10-14
Huge sovereign government deal through Austin gis in q4-not detailed to public.
Radar USA already signed 2 deals-NO UPDATE
10-23
On Modelorama, despite global supply challenges, we will execute against our target for YE AND there is already advertising running on the network generating revenue for Winkel Media (the JV- NO UPDATE but should reach 5000 deployments by yearend.
We will be disclosing commercial cadence on Rapid and 911 but there is enormous sensitivity in this security market. We navigate this daily and we will be able to provide updates shortly=NO UPDATE
Oct.31
RadarSOS and 911- information regarding this large growth area will be disclosed shortly with commercial cadence, however, there is big sensitivity regarding this area. With the recent US government focussing on upgrading this emergency network, a contract will likely be announced this month-NO UPDATE and Jay advised we would have an update by Nov.30.
Jay-The Q3 revenue numbers will be out on or before Nov.23. I would expect approximately $1.3-$1.75M in revenue billings and $8.0-$10.0M in bookings-
released Nov.29-$522,683 in revenue, $4.5M in bookings-MISS
78% of this revenue was equipment.
11-10-WSR
-at interview while in DC and has presented for a Homeland security type large security company which protects large institution. We've done 1 deployment and it went FABULOUSLY well. ...wait for the news before yearend. NO UPDATE
Phoenix Vision-5 endpoints per store X $25/month =$125+$800 ad revenue to share.Low end $500k-$1.5m per monthFast build because the network in place, just swapping out softwareVSBLTY was introduced to Phoenix Vision by Intel. NO UPDATE
11-24
SS cooler/freezer doors-monetization-3 beverage contracts are now closed=update and NR-
NO UPDATE
Status India deals with TH/HCL-"cone of silence".-NO UPDATE
Additional Europe EV charging station information and forward outlook.-NO UPDATE
Italy vending contract and monetization-forward outlook.NO UPDATE
1-13-WSR
Jay advised for 2021 we will be very close on the $15-$20M guidance for bookings and likely over the $4.0M guidance on billings.-PENDING-this means $3.0M revenue is required for Q4.
1-27-Penny Queen
Media revenue:
The original proformas indicated media revenue of $450/store/month. This reflected a revenue run rate at full deployment by 2024 yearend of $270,000,000. The recent numbers indicated by WM document a substantial increase to those forecasts. Each store has 20 slots/month in available space on the network, and those slots are recently selling at $45-$60/slot/month. This reflects an increase to the original forecasts of 100-150%. For this review, I am using the lower range for media revenue value of $50/slot/month=$1,000/store/month.
UPDATE-each store has 20 slots but in the original deal, ABI gets 6 for free leaving 70% for media revenue generation.
Comment by dudu18 on Mar 19, 2022 2:05am
Thank you! This makes sense. Lots of hype, absolutely no execution. FY21 financials should be out in a few weeks. That should lay out if any of these deals actually translate into commercial SaaS revenue. Else its just more empty promises from Jay, and a great ability from him to keep discussing the blue sky, but no commercial output...
Comment by Jb2222 on Mar 31, 2022 5:03pm
Expectations?
Comment by equity4481 on Mar 22, 2022 8:17am
Edited comment Magnus Nystrom Good morning, the best way to show this is in my recently updated model which reflects the reduction in available media slots available to 14 and using $50/slot for a total of $700/month /store.  I have used the published cadence for the calculations, so while Jay uses the gross revenue I break it down based on the information received. For 2021/22 with AGIS ...more  
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