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december 16 2021 5.84 Jump to 19.439
    DATE 16 2021
with one of our top performing stocks of 6.8 Jump to 25.279
    CARDINAL one
been really again one of our top 4.479 Jump to 45.6
performing stocks uh in 20 in this just 4.72 Jump to 46.96
    CARDINAL 20
12 months uh i think last year this time 5.68 Jump to 51.68
    DATE 12 months
    DATE last year
you were about 45 cents recently went to 4.801 Jump to 54.879
    MONEY about 45 cents
two bucks of course it started off at 17 4.48 Jump to 57.36
    MONEY two bucks
    CARDINAL 17
2021 uh but of course what people want 3.561 Jump to 65.479
    DATE 2021
what's the path ahead for the next 12 3.439 Jump to 69.04
    DATE the next 12
is this gonna be our first hundred 3.121 Jump to 72.479
    ORDINAL first
    CARDINAL hundred
bagger you know jay again we've had 10 4.319 Jump to 73.84
    CARDINAL 10
baggers 20 baggers we need that 100 4.64 Jump to 75.6
    CARDINAL 20
first uh hundred bagger stock uh so jay 6.159 Jump to 116.64
    ORDINAL first
    CARDINAL hundred
what you've accomplished in the last 12 4.4 Jump to 126.079
    DATE the last 12
you know you have three different 2.399 Jump to 139.2
    CARDINAL three
the the first the year started with i 4.801 Jump to 163.599
    DATE the first the year
letter of intent with ab inbev which 60 6.48 Jump to 170.72
    CARDINAL 60
days later maybe 45 days later became 5.281 Jump to 173.519
    DATE 45 days later
been fully appreciated there's two 4.4 Jump to 197.68
    CARDINAL two
year four that's in the neighborhood of 3.441 Jump to 212.319
    CARDINAL four
10 to 15 million dollars a year in 3.839 Jump to 213.76
    MONEY 10 to 15 million dollars
what we're building here is a 50 000 4.8 Jump to 229.68
small mom and pop 12 to 15 square meter 6.0 Jump to 237.599
    QUANTITY 12 to 15 square meter
that's underway it's in a few thousand 3.92 Jump to 246.08
    CARDINAL a few thousand
marketplace and i could name three or 3.441 Jump to 254.159
    CARDINAL three
four competitors that have similar 6.16 Jump to 255.68
    CARDINAL four
year 4 45 000 roughly stores it's a 260 8.16 Jump to 305.759
    CARDINAL 260
million dollar media value which seven 5.28 Jump to 311.52
    MONEY million dollar
    CARDINAL seven
especially in the third and fourth 3.44 Jump to 371.44
    ORDINAL third
    ORDINAL fourth
so it's not like they buy it one time oh 4.32 Jump to 385.36
so we've now got 20-22 contracts on the 6.48 Jump to 395.52
    CARDINAL 20-22
we have a 33 ownership participation in 4.32 Jump to 404.4
    CARDINAL 33
i think so one of the big uh i think one 4.08 Jump to 427.36
in the last year i think when you first 5.199 Jump to 431.44
    DATE the last year
    ORDINAL first
last 60 days my confidence has grown by 6.081 Jump to 470.319
    DATE last 60 days
cell that's the first part and the 2.721 Jump to 509.599
    ORDINAL first
second part 2.879 Jump to 511.28
    ORDINAL second
channel is a hundred billion dollar 4.721 Jump to 589.279
    MONEY a hundred billion dollar
business by 25. this is from almost 4.639 Jump to 591.2
    CARDINAL 25
stores medium 100 billion so this isn't 4.0 Jump to 612.56
    CARDINAL 100 billion
and maybe no one was hearing but now 4.801 Jump to 629.519
abi thing because there's two parts of 3.84 Jump to 644.16
    CARDINAL two
on a regular basis first of all we're 4.56 Jump to 648.0
    ORDINAL first
projects but we've just now added two 4.88 Jump to 674.959
    CARDINAL two
50 you have this massive network there's 5.121 Jump to 742.639
    CARDINAL 50
third aspect which 4.801 Jump to 754.399
    ORDINAL third
third and fourth aspect think of the 5.6 Jump to 756.72
    ORDINAL third
    ORDINAL fourth
a 10 000 location network as an example 5.44 Jump to 764.72
    CARDINAL 10
brands pick one of the top 2 000 brands 5.2 Jump to 774.56
    CARDINAL one
    CARDINAL 2
the number one strategic thing and this 2.88 Jump to 783.6
    CARDINAL one
odd two years ago we wouldn't be saying 2.799 Jump to 786.48
    DATE two years ago
and number two 3.521 Jump to 792.399
    CARDINAL number two
but it's a close second 4.08 Jump to 795.92
    ORDINAL second
the point is it's in the top three 4.08 Jump to 798.24
    CARDINAL three
quarter you did you announced was a four 3.92 Jump to 829.68
    CARDINAL four
and a half million in booking the 4.159 Jump to 831.68
    CARDINAL a half million
that was revenue and it was 522 usd 5.521 Jump to 835.839
    CARDINAL 522
it's even better wait so fully five 5.44 Jump to 843.44
    CARDINAL five
million revenues or books no no no 522 4.48 Jump to 845.76
000 usd 4.24 Jump to 848.88
bookings were four and a half million 4.56 Jump to 853.12
    DATE four and a half million
mean maybe you know in the next 18 5.2 Jump to 909.12
    DATE the next 18
possibly the first 3.76 Jump to 977.92
    ORDINAL first
the first thing we'll see 3.759 Jump to 982.88
    ORDINAL first
right to see what's happening in one of 4.32 Jump to 994.8
venture in 22. 3.76 Jump to 1038.319
    CARDINAL 22
so two things one is the the revenues 4.64 Jump to 1045.919
    CARDINAL two
you you're expecting uh 200 4.4 Jump to 1064.96
    CARDINAL 200
million plus the next few years you're 3.92 Jump to 1067.28
    DATE the next few years
going to get a third of that 3.36 Jump to 1069.36
    ORDINAL third
so let's call that let's call that 70 4.561 Jump to 1077.679
million a year you know three year you 3.6 Jump to 1080.24
2022 is we could see 5.44 Jump to 1086.96
    DATE 2022
15 million revenues from that business 4.081 Jump to 1089.679
    CARDINAL 15 million
inventory sellout is it 50 or 100 6.72 Jump to 1109.76
    CARDINAL 50 or
revenue from that joint venture in 22 5.361 Jump to 1118.799
    CARDINAL 22
uh almost every one of our deals not all 3.92 Jump to 1154.48
our deals but almost every one of our 3.92 Jump to 1156.4
india was mentioned at one point i don't 3.039 Jump to 1207.12
    GPE india
    CARDINAL one
shutout with four minutes left in the 3.439 Jump to 1220.48
    TIME four minutes
third period 2.88 Jump to 1222.48
    ORDINAL third
wonderful first quarter initiative for 3.519 Jump to 1233.52
    DATE first quarter
visibility are pursuing two deals 4.4 Jump to 1358.72
    CARDINAL two
one domestic 4.879 Jump to 1361.28
    CARDINAL one
and one international 3.039 Jump to 1363.12
    CARDINAL one
is this the one this is the one with the 2.799 Jump to 1367.12
600 units ev charging stations going 4.16 Jump to 1395.28
    CARDINAL 600
there's two two of the hottest stocks 3.76 Jump to 1405.2
    CARDINAL two
right now is what is blink another one 3.599 Jump to 1407.2
ev charging right so i think the one 4.321 Jump to 1410.799
globally right but the one thing they're 3.04 Jump to 1420.48
    CARDINAL one
600 billion 5.679 Jump to 1443.6
    MONEY 600 billion
know a clean planet by 2030 we want to 3.52 Jump to 1457.039
    DATE 2030
have zero emission 3.2 Jump to 1459.12
    CARDINAL zero
about three weeks ago now maybe four 4.96 Jump to 1464.64
    DATE about three weeks ago
    CARDINAL four
and they had deployed their first 3 000 4.561 Jump to 1473.039
    ORDINAL first
    CARDINAL 3
he told me that of the three thousand uh 4.96 Jump to 1485.52
    CARDINAL three thousand
included 60-inch 4.64 Jump to 1492.24
    QUANTITY 60-inch
and computer vision on 100 of those 3.679 Jump to 1496.88
    CARDINAL 100
every one of the units that has digital 3.92 Jump to 1502.96
every one of them that didn't was not 3.039 Jump to 1506.88
know this coming year in 2022 is 5.12 Jump to 1539.919
    DATE this coming year
    DATE 2022
station one two three seven nine hasn't 5.44 Jump to 1612.32
charged the car in five days and that's 5.12 Jump to 1615.12
    DATE five days
happens within every 64 minutes on this 4.64 Jump to 1631.36
    TIME every 64 minutes
location and there hasn't been one for 4.721 Jump to 1633.919
120 minutes that could be representative 5.6 Jump to 1636.0
    TIME 120 minutes
second but 4.0 Jump to 1691.44
    ORDINAL second
know i don't know 100 000 stations we've 4.561 Jump to 1712.799
    CARDINAL 100
that category in 22. 4.48 Jump to 1719.919
    CARDINAL 22
so this is one catalyst that i don't 3.92 Jump to 1722.32
    CARDINAL one
realized that this is really like one of 5.039 Jump to 1727.52
    CARDINAL one
apply that plumbing into 50 different 3.76 Jump to 1769.2
    CARDINAL 50
two key aspects of the business uh which 4.799 Jump to 1823.6
    CARDINAL two
we've got four or five counties uh 4.4 Jump to 1981.44
    CARDINAL four
    CARDINAL five
and we're in first phase of a deployment 4.0 Jump to 2043.2
    ORDINAL first
on them 100 of the cameras in in 6.96 Jump to 2055.679
    CARDINAL 100
test for us and uh it's the first phase 4.561 Jump to 2064.639
    ORDINAL first
it's four phases and it's going uh 4.48 Jump to 2067.119
    CARDINAL four
i want to see if we have let's say 10 3.521 Jump to 2107.359
    CARDINAL 10
but one 2.481 Jump to 2121.839
    CARDINAL one
there are five participants in austin 4.16 Jump to 2124.32
    CARDINAL five
they're a 10 owner 5.12 Jump to 2136.88
    CARDINAL 10
visibility 10 owner and on the board 6.4 Jump to 2138.56
    CARDINAL 10
um tech mahendra 20 billion dollar 5.52 Jump to 2142.0
    MONEY 20 billion dollar
indian company their 10 percent owner uh 5.76 Jump to 2144.96
    PERCENT 10 percent
tech mahendra uh a 10 owner and then a 5.36 Jump to 2147.52
    CARDINAL 10
out of stealth mode in the first quarter 3.92 Jump to 2166.24
    DATE the first quarter
only been four or five months 3.119 Jump to 2194.48
    DATE four or five months
deals their target is 200 million dollar 4.0 Jump to 2200.24
    MONEY 200 million dollar
and they signed a 10-year contract where 4.16 Jump to 2216.4
    DATE 10-year
a writer first refusal where 4.64 Jump to 2246.64
    ORDINAL first
three of the very large deals they've 3.841 Jump to 2261.839
    CARDINAL three
a majority of the your business in 22 is 3.521 Jump to 2291.359
    DATE 22
of revenues in 22 is it possible it's 3.68 Jump to 2294.88
    CARDINAL 22
visibility has a 30 carried interest in 4.16 Jump to 2307.28
    CARDINAL 30
so and we have so thirty percent 3.44 Jump to 2334.48
    PERCENT thirty percent
it and that could be potentially 10 4.4 Jump to 2360.88
    CARDINAL 10
emerge in the next you know 12 months 4.24 Jump to 2394.4
okay 2021 budget billings uh what is 5.33 Jump to 2405.2
    DATE 2021
50 million market cap uh thrust in perry 4.48 Jump to 2422.48
    CARDINAL 50 million
billion to billion five uh market cap 4.96 Jump to 2450.48
jay you've stated uh 21 revenue 47 6.0 Jump to 2543.04
    CARDINAL 21
    CARDINAL 47
million 22 okay 22 6.0 Jump to 2545.839
    CARDINAL 22
uh next year's roman 12 to 50 million uh 4.799 Jump to 2549.04
    DATE next year's
    QUANTITY 12 to 50 million
a sizable revenue metric for uh for 21 5.44 Jump to 2579.76
    DATE 21
and then the setup for 22 4.08 Jump to 2582.8
    CARDINAL 22
okay uh comment from bob's okay 4 5.92 Jump to 2588.72
    CARDINAL 4
million billings uh 15 million billion 5.92 Jump to 2591.28
    MONEY 15 million billion
uh runway for 22 45 to 50 million with 4.8 Jump to 2594.64
    DATE 22 45 to 50 million
10 million in equipment 4.32 Jump to 2597.2
    CARDINAL 10 million
we're fixing it this way and about three 3.36 Jump to 2625.92
    CARDINAL about three
we're adding 14 head count 4.0 Jump to 2641.839
    CARDINAL 14
three of the 14 4.0 Jump to 2645.839
    CARDINAL three
    CARDINAL 14
based a deal flow based we've got three 4.0 Jump to 2649.839
    CARDINAL three
we think that every one of those people 3.281 Jump to 2683.359
only only three of the only three of 2.88 Jump to 2697.04
    CARDINAL only only three
    CARDINAL only three
like 92 percent of what we do and then 3.679 Jump to 2707.92
    PERCENT 92 percent
eight percent of a bunch of stuff we 3.84 Jump to 2709.92
    PERCENT eight percent
for example like one channel manager 3.12 Jump to 2719.28
    CARDINAL one
stations partnerships deployment one is 4.88 Jump to 2724.4
westrock and johnson controls are two 4.24 Jump to 2824.24
    CARDINAL two
that one's that one's out of the bag yes 3.68 Jump to 2837.28
and it's not the only one in the wild 2.639 Jump to 2840.96
sees one of these things like let's say 4.48 Jump to 2867.92
the the the first place that people that 5.441 Jump to 2887.839
    ORDINAL first
way and we you know it's a 50 50 5.6 Jump to 2903.2
    CARDINAL 50 50
something like 1.3 trillion in spac 5.92 Jump to 2954.72
    CARDINAL 1.3 trillion
money expires in november of 22. 6.161 Jump to 2957.359
    DATE november of 22
five major blue chip partners 4.48 Jump to 2971.119
    CARDINAL five
they're massively competitive with one 3.04 Jump to 2991.2
sort of feel comfortable about their 10 4.64 Jump to 3000.4
    CARDINAL 10
okay uh okay jay two more questions 5.679 Jump to 3017.92
    CARDINAL two
have to be a two-hour type of deal 4.559 Jump to 3025.04
    TIME two-hour
the last 90 days something in a 3.679 Jump to 3047.44
    DATE the last 90 days
neighborhood of three and a half to four 3.679 Jump to 3049.68
    DATE three and a half to four
million dollars of warrants come in 4.641 Jump to 3051.119
were already with december 16th 5.121 Jump to 3091.599
    ORDINAL 16th
big news in the next two three weeks 3.839 Jump to 3096.72
    DATE the next two three weeks
yeah we've uh i've announced the one 3.2 Jump to 3103.119
done and it's a large deal it's a 17 000 5.36 Jump to 3113.28
    CARDINAL 17
january 16th 3.44 Jump to 3175.44
    DATE january 16th
the core in the second quarter of uh 21. 6.08 Jump to 3185.44
    DATE the second quarter of uh 21
perspective one you know one big thing 3.439 Jump to 3206.64
    CARDINAL one
    CARDINAL one
popping up is i think one of the big 3.681 Jump to 3210.079
say write a check for i don't know two 4.0 Jump to 3246.079
    CARDINAL two
three billion dollars uh and you know 4.8 Jump to 3247.44
    MONEY three billion dollars
two or three billion but you know it's a 4.561 Jump to 3254.079
    MONEY two or three billion
but there's four or five critical 4.079 Jump to 3286.0
    CARDINAL four or five
list that are 40 billion 50 billion 80 5.681 Jump to 3290.079
    MONEY 40 billion 50 billion 80
billion market cap companies so i don't 3.52 Jump to 3293.68
sidewalk sidewalk that's the one okay 5.12 Jump to 3320.16
have to do like a two hour block to get 3.599 Jump to 3368.24
    TIME two hour
how to talk for two hours 3.76 Jump to 3371.839
    TIME two hours