Kontrol Technologies Corp N.KNR

5 points about today's news

[HTNYC1]

A few things worth pointing out from today's news release that struck me as important and leaving me scratching my head at the price action:

1) 5000 units is a stated minimum goal not a ceiling - they can sell more if the demand is there

2) This is an agreement that covers only a small number of transportation oriented sectors in a few geographies - it's not the ceiling nor does 'exclusive' mean no one else is selling Biocloud in NA, NZ and Aus - there will be more of these

3) Even if they only sell 1,000 units for $10k a pop that effectively doubles the revenue of KNR immediately

4) USS is an absolute leader in the safety space and their clients are an extraordinary list of companies that have no issue paying for groundbreaking tech

And...most importantly...

5) There is ZERO risk - they aren't selling these on consignment, they build them once they've been bought, KNR isn't fronting anything here on the capex side. That's what 'best efforts basis' means - it doesn't mean 'oh well, never mind, have them back' it means no win no fee!!!

I am not selling a single share. This is the easiest hold ever. 

GLTA

[ChiChi3]

Good points HTNYC1. To me, it would appear based on today`s market response to the news this morning, that people are assuming this is it - the distribution agreement is signed and let`s see if they can sell any.  BUT, this is just a very, very, tiny portion of the addressable market place for Biocloud.  I hazzard to guess 1% of the North American market and much less than1% of the

[wilander]

Well put chichi.  100% agree. I could not believe the price I could top up at today. GLTAL

[Mazz45]

Agree 100% chichi.  These deals take so much effort and time to negotiate pricing, terms, etc and each company their own set of NDAs, confidentiality etc.  They must be overwhelmed. But it's a good problem to have! im sure they are prioritizing based in market opportunity or deal size. That's why I gave them the kudos earlier this morning... this team is impressive with