Video

Data

Text duration start ents sentiment
live stream for january 13th 6.881 Jump to 29.039
    DATE january 13th
2022 we are back for the first interview 4.28 Jump to 32.84
    DATE 2022
    ORDINAL first
absolutely yeah i think 2022 really is a 5.039 Jump to 47.68
    DATE 2022
of things lined up so 2022 really is 4.561 Jump to 54.559
the next you know 10 10 x plus 4.96 Jump to 70.479
know 18 months we've already had nine of 3.439 Jump to 108.64
    DATE 18 months
    CARDINAL nine
thousand to five thousand percent 4.72 Jump to 112.079
another ten more of these 10 baggers in 5.28 Jump to 116.799
    CARDINAL ten
    CARDINAL 10
could be one of them he definitely has 4.241 Jump to 122.079
    CARDINAL one
yes there's two there's two sides to 4.56 Jump to 162.48
    CARDINAL two
    CARDINAL two
chain uh with four locations um focused 5.441 Jump to 174.319
    CARDINAL four
natural products um we're a one-stop 5.681 Jump to 182.159
    CARDINAL one
10 to 12 000 square feet and so we want 4.16 Jump to 187.84
    CARDINAL 10 to 12
co-founded by two excellent people afram 4.881 Jump to 220.159
    CARDINAL two
and so launched uh four skus uh in the 5.36 Jump to 232.879
    CARDINAL four
so we have four skus out in the market 3.44 Jump to 241.28
    CARDINAL four
right time this is like one of the big 3.44 Jump to 255.28
i think we just in one of our 3.599 Jump to 260.88
know was named uh you know one of the 3.68 Jump to 334.88
top 10 products to watch for for this 3.52 Jump to 336.88
    CARDINAL 10
what i knew first after trying the 3.52 Jump to 350.32
    ORDINAL first
famous place called i think it's 11 3.52 Jump to 421.44
    CARDINAL 11
stars one two stars and the guys go you 4.56 Jump to 426.4
    CARDINAL one two
one of the things that these guys really 3.599 Jump to 445.44
    CARDINAL one
plant-based breed that is second to none 4.641 Jump to 519.919
    ORDINAL second
know like 100 grand and i think they 4.0 Jump to 560.0
    CARDINAL 100
have ones for like 35 grand so it's like 3.68 Jump to 561.839
    CARDINAL 35
one thing also is this market again just 4.801 Jump to 569.839
    CARDINAL one
for anybody else it's a 600 billion 4.479 Jump to 572.48
    MONEY 600 billion
dollar market opportunity there is 600 4.639 Jump to 574.64
    CARDINAL 600
billion worldwide uh we've seen that you 4.32 Jump to 576.959
seen a lot of fads over the 15 years 4.239 Jump to 601.04
    DATE the 15 years
and that's why you know the first two 3.76 Jump to 660.72
    ORDINAL first
    CARDINAL two
like in the tribeca neighborhood like 30 4.32 Jump to 711.44
    CARDINAL 30
multi-multi-billion dollar market 4.12 Jump to 735.959
10 bagger stock sure uh so right now i 4.081 Jump to 749.519
    CARDINAL 10
25 million plus run rate exited 20 last 6.479 Jump to 753.6
    CARDINAL 25 million
    CARDINAL 20
new stores i think four to six stores 3.44 Jump to 766.56
    CARDINAL four
    CARDINAL six
let's call it a 50 or 60 million dollar 4.159 Jump to 773.36
    MONEY 50 or 60 million dollar
exit this year 22 with a 50 60 million 5.28 Jump to 780.88
    DATE this year 22
    MONEY 50 60 million
actual numbers but that could be also 15 3.839 Jump to 792.8
    CARDINAL 15
20 million 3.36 Jump to 795.36
    CARDINAL 20 million
it could be you know five 10x whatever 4.639 Jump to 801.2
    DATE five 10x
stock to go from you know uh 40 50 cents 5.44 Jump to 805.839
    MONEY 40 50 cents
to you know 250 4.239 Jump to 809.6
    CARDINAL 250
i'm saying even potentially five dollars 4.56 Jump to 811.279
    MONEY five dollars
you two questions and we'll jump in 3.12 Jump to 835.68
    CARDINAL two
matt let's kind of one thing i'm sure 4.241 Jump to 841.519
    CARDINAL one
21 on kind of a downer let's be honest 4.799 Jump to 864.16
    CARDINAL 21
beginning went from 30 to 70 cents we 4.24 Jump to 868.959
    MONEY 30 to 70 cents
yeah yeah so you're not the only one 3.281 Jump to 873.199
basically one of our stores was under 3.6 Jump to 964.32
    CARDINAL one
continued into fourth quarter but it's 3.359 Jump to 967.92
    DATE fourth quarter
easy to say it's one store but you know 3.441 Jump to 971.279
    CARDINAL one
with where we're at right now that's 25 3.199 Jump to 972.88
    CARDINAL 25
had one store that was under renovation 3.601 Jump to 984.079
    CARDINAL one
30-plus 4.239 Jump to 1009.6
    CARDINAL 30-plus
last you know let's say even two and a 3.6 Jump to 1034.64
like first of all by contrast case 3.519 Jump to 1076.16
    ORDINAL first
and yet still pulling uh 30 plus percent 4.961 Jump to 1129.919
    PERCENT 30 plus percent
margin speaks to number one the 3.68 Jump to 1133.2
    CARDINAL one
one of the points we'll talk about about 2.959 Jump to 1189.84
    CARDINAL one
yeah i mean one of the one of the big 3.04 Jump to 1213.84
    CARDINAL one
20 to 30 store operation here in our 4.08 Jump to 1225.52
    CARDINAL 20 to 30
four to six store package we really want 3.92 Jump to 1302.4
    CARDINAL four to six
eight to ten store range but above and 4.16 Jump to 1306.32
    CARDINAL eight to ten
support you know five to six store 4.481 Jump to 1323.919
    CARDINAL five to six
ontario that could easily support a five 3.84 Jump to 1328.4
    CARDINAL five
to six store development package and 3.599 Jump to 1330.32
    CARDINAL six
could support a five to six store 3.84 Jump to 1336.24
    CARDINAL five to six
you know each store you know six or 4.079 Jump to 1356.96
    CARDINAL six
seven million in sales you look at us as 4.159 Jump to 1358.88
    CARDINAL seven million
a ten store operation we're we're going 3.921 Jump to 1361.039
    CARDINAL ten
to be a 60 to 70 million dollar year 3.681 Jump to 1363.039
    MONEY 60 to 70 million dollar
operation you look at a 15 store 3.839 Jump to 1364.96
    CARDINAL 15
operation we're we're a hundred million 4.319 Jump to 1366.72
    CARDINAL a hundred million
dollar a year company and so with 15 6.081 Jump to 1368.799
    CARDINAL 15
stores 15 stores is 100 billion 3.841 Jump to 1371.039
    CARDINAL 15
    MONEY 100 billion
100 stores to be noticed here we're 4.0 Jump to 1379.36
    CARDINAL 100
you know 10 to 11 000 square foot range 4.56 Jump to 1405.28
know 20 30 000 square foot range 4.799 Jump to 1417.12
    QUANTITY 20 30 000 square foot
you know three to five thousand square 3.28 Jump to 1424.48
to 100 million dollars with just you 5.36 Jump to 1479.12
    MONEY 100 million dollars
know 15 stores in like your local region 5.12 Jump to 1481.76
    CARDINAL 15
one of their stores i mean you really 3.601 Jump to 1494.799
    CARDINAL one
yes to so to get the 15 tools would be 3.039 Jump to 1522.64
    CARDINAL 15
first off you know you have things like 3.76 Jump to 1563.44
    ORDINAL first
sometimes they look at one number when 3.12 Jump to 1629.12
    CARDINAL one
they should be looking at seven numbers 2.961 Jump to 1630.559
    CARDINAL seven
and look at seven numbers when they 3.36 Jump to 1632.24
    CARDINAL seven
should be looking at three numbers so we 3.519 Jump to 1633.52
    CARDINAL three
one thing matt i i don't want to insult 3.84 Jump to 1672.64
    CARDINAL one
know uh in the last three four months 3.679 Jump to 1676.48
    DATE the last three four months
of new uh multi-family six five four 4.959 Jump to 1708.72
    CARDINAL six
five story buildings 2.961 Jump to 1712.159
    CARDINAL five
want to have a you know ten thousand 3.28 Jump to 1721.6
they have a ten thousand square foot 2.88 Jump to 1723.76
    QUANTITY ten thousand square foot
is once they see you have you know eight 4.4 Jump to 1851.2
eight stores and you know we can do this 4.079 Jump to 1859.44
    CARDINAL eight
there's like 20 million or something or 3.039 Jump to 1872.64
    CARDINAL 20 million
ten yeah yeah i mean look i always like 3.521 Jump to 1873.919
    CARDINAL ten
think third or fourth largest city so 3.2 Jump to 1877.44
    ORDINAL third
    ORDINAL fourth
forward we always felt that the 8 to 10 3.681 Jump to 1893.039
    CARDINAL 8 to 10
you know with our four stores we're well 2.96 Jump to 1910.0
    CARDINAL four
focused on a four to six door package um 4.079 Jump to 2000.32
    CARDINAL a four to six
can easily support five six stores each 4.159 Jump to 2013.12
    CARDINAL five
    CARDINAL six
and you're talking 15 to 18 stores right 5.199 Jump to 2014.96
    CARDINAL 15
    CARDINAL 18
there in those three geographic areas so 4.4 Jump to 2017.279
    CARDINAL three
market and when you look at the four 4.081 Jump to 2027.679
    CARDINAL four
50 60 million run rate by the end of the 4.479 Jump to 2053.2
    CARDINAL 50 60 million
year by the end of this 22 so which 4.32 Jump to 2055.839
    DATE the end of this 22
250 million valuation so that's a 10 4.4 Jump to 2063.04
    CARDINAL 250 million
not just one product not just two not 4.161 Jump to 2142.079
    CARDINAL one
    CARDINAL two
just three but four products in a six 3.28 Jump to 2144.24
    CARDINAL three
    CARDINAL four
    CARDINAL six
outlined you know four key things for us 4.161 Jump to 2158.079
    CARDINAL four
number one was solidifying our co-packer 3.52 Jump to 2160.079
    CARDINAL number one
one for for milestone number two is 5.28 Jump to 2223.04
    CARDINAL number two
this the six recipes that the that the 4.4 Jump to 2228.32
    CARDINAL six
said it was a 10 sku package we wanted 4.48 Jump to 2244.56
    CARDINAL 10
to get the 10 skus before really pushing 3.679 Jump to 2246.4
    CARDINAL 10
market so that's milestone number two 4.081 Jump to 2250.079
    CARDINAL number two
milestone number three is linking up 5.599 Jump to 2252.0
    CARDINAL number three
the fourth is is linking up with at 4.72 Jump to 2274.32
    ORDINAL fourth
least one large retailer and the reason 4.64 Jump to 2276.56
    CARDINAL one
look at 10 skus and our skus are packed 5.04 Jump to 2283.2
    CARDINAL 10
six units per case they're not big cases 4.0 Jump to 2285.68
    CARDINAL six
case of 12 24 36 cases six keep it very 5.28 Jump to 2289.68
    CARDINAL 12 24 36
    CARDINAL six
ten skus six units per case an average 4.96 Jump to 2294.96
    CARDINAL ten
    CARDINAL six
five dollars a unit which is very 3.52 Jump to 2305.599
    MONEY five dollars
look at an average five dollar cost to 2.799 Jump to 2313.04
    MONEY five dollar
10 skus six units per case in 500 doors 7.841 Jump to 2315.839
    CARDINAL 10
    CARDINAL six
    CARDINAL 500
okay one case per door per week you're 5.44 Jump to 2320.32
    CARDINAL one
looking at an 8 million a year company 3.919 Jump to 2323.68
    CARDINAL 8 million
a very low bar 500 stores that is 3.68 Jump to 2329.76
    CARDINAL 500
because 500 2.72 Jump to 2331.92
    CARDINAL 500
that with one retailer that doesn't even 4.24 Jump to 2336.0
    CARDINAL one
out if you're in a thousand doors if 2.879 Jump to 2340.24
you're in two thousand doors if you're 3.52 Jump to 2341.68
    DATE two thousand
in four thousand doors you look at we 4.24 Jump to 2343.119
    DATE four thousand
talk about oatley is in 65 000 doors 4.399 Jump to 2345.2
    CARDINAL 65
get the 10 skus link up with a 4.559 Jump to 2359.52
    CARDINAL 10
the for the coming 12 months those are 3.76 Jump to 2364.079
    DATE the coming 12 months
our four bedrock milestones for this 4.0 Jump to 2366.0
    CARDINAL four
going to hit eight million dollars in 2.161 Jump to 2383.119
    MONEY eight million dollars
million revenues and they have some of 3.441 Jump to 2419.839
20 million us 25 million and uh you know 6.72 Jump to 2427.28
    CARDINAL 20 million
    CARDINAL 25 million
50 million plus you add the grocery and 3.28 Jump to 2434.0
    CARDINAL 50 million
this is just with again with the eight 2.96 Jump to 2435.92
    CARDINAL eight
million revenues which is nothing that's 4.72 Jump to 2437.28
based on 500 doors that's like you know 5.199 Jump to 2438.88
    CARDINAL 500
this sixty thousand one retailer yeah 4.319 Jump to 2442.0
    DATE this sixty thousand one
could hit that with one large of our 3.6 Jump to 2455.92
    CARDINAL one
2021 was show the market potential with 5.28 Jump to 2478.24
    DATE 2021
just tremendous and it's in a six week 5.36 Jump to 2490.4
    DATE a six week
that one of the key things is that look 2.4 Jump to 2516.0
eight million it's gonna be at least 4.0 Jump to 2545.68
    CARDINAL eight million
eight yeah so this these so these things 3.36 Jump to 2547.28
take a picture about one of my stores 3.04 Jump to 2648.0
are not 52 ingredient products uh we 4.64 Jump to 2682.56
    CARDINAL 52
very busy you know the first two weeks 4.4 Jump to 2759.52
    ORDINAL first
    DATE two weeks
sells the msrp is 9.99 this is not 99 6.4 Jump to 2812.56
    CARDINAL 9.99
    CARDINAL 99
9.99 degrees suggested it's 13.99 so 5.519 Jump to 2826.56
    QUANTITY 9.99 degrees
    CARDINAL 13.99
we're not selling things for 47 cents in 5.041 Jump to 2829.839
    MONEY 47 cents
perception it's not a 47 item you know 4.96 Jump to 2871.2
    CARDINAL 47
at when we're at four or five stores or 4.96 Jump to 2917.04
    CARDINAL four or five
15 or 20 stores we'll always evaluate 4.72 Jump to 2919.599
    CARDINAL 15
    CARDINAL 20
for og 21 stores 4.96 Jump to 2939.76
    CARDINAL 21
275 million 30 million a door yeah i 4.56 Jump to 2944.72
    CARDINAL 275 million 30 million
13 million of store essentially you know 5.68 Jump to 3007.76
    CARDINAL 13 million
20 20 million market cap five million a 5.12 Jump to 3033.92
    CARDINAL 20 20 million
    CARDINAL five million
store this is a 13 and this is 4.24 Jump to 3036.48
ten thousand square foot four five it 4.879 Jump to 3040.72
    QUANTITY ten thousand square foot
    CARDINAL four
just 24 7 we're going to to capitalize 5.92 Jump to 3124.48
stores within three years will you open 4.321 Jump to 3139.599
    DATE three years
us will there be u.s stores within three 4.48 Jump to 3141.92
    PERSON u.s
    CARDINAL three
years i'd say will there be us within 12 4.159 Jump to 3143.92
    CARDINAL 12
first call i've gotten and it won't be 3.44 Jump to 3167.119
    ORDINAL first
to say three years i don't want to say 3.04 Jump to 3172.0
    DATE three years
12 months i want to say 24 months 3.28 Jump to 3173.2
    DATE 12 months
    DATE 24 months
60 days between now and uh 5.359 Jump to 3206.72
    DATE 60 days
last six queues to get to that 10 ski 4.4 Jump to 3248.64
    DATE last six
    CARDINAL 10
going to be one store you're going to 3.04 Jump to 3280.079
announce four at a time right we're 3.92 Jump to 3281.04
    CARDINAL four
with the company so those are good two 3.28 Jump to 3306.4
    CARDINAL two
to be a four store package and maybe we 4.0 Jump to 3318.24
    CARDINAL four
group four possibly six stores right 3.92 Jump to 3322.24
    CARDINAL four
    CARDINAL six
know we're working hard on that four to 3.359 Jump to 3378.96
    CARDINAL four
six store package we want to take a big 3.76 Jump to 3380.24
    CARDINAL six
12 to 18 months what is potential what 5.041 Jump to 3393.119
    DATE 12 to 18 months
is 18 to 24 months what is 24 to 36 4.72 Jump to 3395.28
    DATE 18 to 24 months
    CARDINAL 24
in to hit that 20 to 30 stores which is 4.24 Jump to 3404.0
    CARDINAL 20 to 30
20 to 30 stores so potentially in 18 4.161 Jump to 3411.839
    CARDINAL 20 to 30
    CARDINAL 18
months you could have 20 or 30 stores 3.44 Jump to 3413.76
    CARDINAL 20 or
    CARDINAL 30
know four to six months to get sites 3.6 Jump to 3435.44
    DATE four to six months
simultaneously i think one of the 3.121 Jump to 3464.559
open one of these stores it is there's 3.76 Jump to 3480.96
    CARDINAL one
our stores because you get one free case 4.0 Jump to 3488.48
75 or 80 percent of a new store it's 5.04 Jump to 3501.2
    PERCENT 75 or 80 percent
proven not even two dollars i don't 3.36 Jump to 3536.4
    MONEY two dollars
below two or three dollars though 5.119 Jump to 3561.2
    MONEY two or three dollars
opportunity to raise money at 70 cents 4.48 Jump to 3572.16
    MONEY 70 cents
unbelievable okay hang on a second let 3.76 Jump to 3625.92
    ORDINAL second
i've got a four four-minute video in the 4.32 Jump to 3640.16
    CARDINAL four
    TIME four-minute
i i kind of wanted to start off 20 you 4.64 Jump to 3662.4
    CARDINAL 20
know this you know 22 with uh you know 5.199 Jump to 3664.16
january 13 2022 we are back with the 5.04 Jump to 3749.44
uh one of our favorite super stocks 3.761 Jump to 3759.119
uh increased from i don't know 17 cents 4.719 Jump to 3762.88
    MONEY 17 cents
to almost two dollars pull back so 5.36 Jump to 3764.88
    MONEY almost two dollars
mentioned just a second ago which is 3.279 Jump to 3843.28
august of 2021 last year it's i guess 7.199 Jump to 3854.4
    DATE 2021
    DATE last year
about a six month old company right now 5.679 Jump to 3858.4
    DATE about a six month old
five 3.76 Jump to 3864.079
    CARDINAL five
equity participants visibility is one of 4.4 Jump to 3865.28
two independent software vendor 4.24 Jump to 3867.839
    CARDINAL two
participants tech mahindra a 20 billion 5.439 Jump to 3869.68
    MONEY 20 billion
a 17 billion dollar indian si 4.161 Jump to 3875.119
    MONEY 17 billion dollar
six countries 3.68 Jump to 3902.0
    CARDINAL six
organization is 200 million plus as i 4.96 Jump to 3905.68
    CARDINAL 200 million
critical piece about austin gis two 5.76 Jump to 3910.64
    CARDINAL two
important critical pieces number one 5.841 Jump to 3913.599
    CARDINAL number one
we're a ten percent equity participant 6.959 Jump to 3916.4
    PERCENT ten percent
two to share with them these are the 4.159 Jump to 3941.44
    CARDINAL two
the availability of not one but two 5.92 Jump to 4005.119
    CARDINAL two
employee headcount over 300 000 people 4.961 Jump to 4011.039
the second uh sort of 4.0 Jump to 4020.96
    ORDINAL second
is two foundational licenses one from 5.441 Jump to 4039.839
    CARDINAL two
    CARDINAL one
to be 25 million by the end of 23. 3.919 Jump to 4062.4
    CARDINAL 25 million
    DATE the end of 23
addition to that we have a 2 million 3.76 Jump to 4068.48
    CARDINAL 2 million
that will be paid in the first half 7.04 Jump to 4072.24
    DATE the first half
of 22. the third uh sort of accelerator 7.28 Jump to 4074.16
    CARDINAL 22
    ORDINAL third
i don't know maybe it's three minutes 4.72 Jump to 4092.24
    TIME three minutes
two minutes on on what the radar pieces 4.799 Jump to 4094.0
    TIME two minutes
in one of our deployments facial 3.841 Jump to 4099.759
    CARDINAL one
three targeted police departments to 3.12 Jump to 4113.92
    CARDINAL three
one 3.36 Jump to 4117.04
    CARDINAL one
east coast and the third sort of midwest 5.68 Jump to 4120.4
    ORDINAL third
first responders where's the shooter 4.801 Jump to 4131.839
    ORDINAL first
real-time crime center or a 9-1-1 center 5.681 Jump to 4165.759
    CARDINAL 9
the next 15-20 seconds in exterior 5.44 Jump to 4190.719
    TIME 15-20 seconds
third one which is winkle media i'm not 4.96 Jump to 4228.239
    ORDINAL third
licensing revenue as well as 33 of the 5.119 Jump to 4245.6
    CARDINAL 33
to be 250 million per at per annum by 4.561 Jump to 4250.719
    CARDINAL 250 million
the end of year four that's a 4.24 Jump to 4253.84
    DATE the end of year four
consequence of between 45 and 50 000 5.04 Jump to 4255.28
    CARDINAL between 45 and 50 000
the end of that fourth year 10 million 5.12 Jump to 4260.32
    CARDINAL 10 million
abm bev and winkle on two additional uh 6.32 Jump to 4267.52
    CARDINAL two
vision first for other 3.28 Jump to 4273.84
    ORDINAL first
a roughly a 10 ownership position and 4.96 Jump to 4287.92
    CARDINAL 10
visibility for 14 million 4.801 Jump to 4290.159
    CARDINAL 14 million
invisibility and we've done two things 4.159 Jump to 4344.0
    CARDINAL two
addition to that you can get a 50 page 3.6 Jump to 4371.04
    CARDINAL 50
three participants i just mentioned and 4.64 Jump to 4374.64
    CARDINAL three
this now for the first time puts us in a 5.28 Jump to 4381.04
    ORDINAL first
first time we're getting a b inbev to 4.719 Jump to 4427.44
    ORDINAL first
expense and turn into a 5 10 15 20 year 6.0 Jump to 4509.44
the services the day two management and 4.081 Jump to 4526.719
    CARDINAL two
in the usa included 65 billion for 5.519 Jump to 4598.64
    MONEY 65 billion
two entities not just cities but 6.88 Jump to 4628.0
    CARDINAL two
you kind of you like you gave one 4.96 Jump to 4636.88
dollars to equip 45 50 000 stores or 6.08 Jump to 4679.52
    CARDINAL 45 50
    CARDINAL 000
you could sign a five to seven year 3.92 Jump to 4683.92
    DATE five to seven year
audience questions and again you have 10 3.841 Jump to 4766.159
    CARDINAL 10
50 billion dollar business 4.16 Jump to 4771.76
    MONEY 50 billion dollar
decision which cost us one million 2.48 Jump to 4785.199
    CARDINAL one million
get a right of first refusal on all 4.0 Jump to 4790.719
    ORDINAL first
to three companies whose market cap 4.96 Jump to 4804.239
    CARDINAL three
exceeds 20 billion dollars and for me to 5.12 Jump to 4806.48
    MONEY 20 billion dollars
three questions actually 3.92 Jump to 4837.84
    CARDINAL three
of um 21 because we're 4.72 Jump to 4845.12
in 21 and in the fourth quarter 5.121 Jump to 4868.239
    DATE 21
    DATE the fourth quarter
non-linear growth rate where one goes to 4.56 Jump to 4880.88
    CARDINAL one
two goes to four goes to eight et cetera 4.48 Jump to 4882.8
    CARDINAL two
    CARDINAL four
    CARDINAL eight
terms of guidance for 22 which i haven't 3.12 Jump to 4899.36
    CARDINAL 22
the guidance i gave for 21 i think will 4.719 Jump to 4903.52
    CARDINAL 21
basis and guidance was 15 to 20 million 5.041 Jump to 4908.239
    CARDINAL 15 to 20 million
will have done that i think for 21 and 4.639 Jump to 4911.04
    DATE 21
the the revenue guidance and then for 22 5.441 Jump to 4915.679
    CARDINAL 22
for 22 the the revenue guidance hasn't 3.76 Jump to 4921.12
    CARDINAL 22
double that of uh 21. so i'm delighted 5.44 Jump to 4926.88
    DATE 21
uh 21 and more interested and delighted 4.48 Jump to 4932.32
    CARDINAL 21
okay do you think you can do 50 million 4.48 Jump to 4938.0
    CARDINAL 50 million
you can hit 50 million bookings in this 5.361 Jump to 4940.239
    CARDINAL 50 million
year 22 it would have it would we'd 5.52 Jump to 4942.48
    DATE year 22
five to seven years then the booking 5.121 Jump to 4955.679
    DATE five to seven years
to be a two or three year deal it'll be 4.64 Jump to 4974.32
    DATE two or three year
one of these players in that space this 3.121 Jump to 4994.719
    CARDINAL one
small city you might one of these 3.36 Jump to 5046.56
it's called 20 million a year 3.04 Jump to 5049.92
    CARDINAL 20 million
you know your portion might be 2 million 4.0 Jump to 5052.96
    CARDINAL 2 million
yeah the stock could hit a billion 2.879 Jump to 5096.8
in the next 12 months just based on kind 4.801 Jump to 5100.719
    DATE the next 12 months
with uh these three different aspects 5.121 Jump to 5108.159
    CARDINAL three
with at walmart or a target or one of 4.56 Jump to 5212.96
    CARDINAL one
the fourth quarter was a very well 4.96 Jump to 5287.52
    DATE the fourth quarter
questions first we've got a bunch of 3.839 Jump to 5308.8
one of their biggest revenue spots it's 4.48 Jump to 5358.159
    CARDINAL one
is worth a hundred billion over the next 4.08 Jump to 5427.28
    MONEY a hundred billion
10 years it's the most important media 4.96 Jump to 5428.96
    DATE 10 years
jay we've got about 30 questions i'm 2.8 Jump to 5452.0
    CARDINAL about 30
think that particular one might have 3.839 Jump to 5504.32
that was deployed through one of our 2.881 Jump to 5508.159
    CARDINAL one
the supplier of the year three times 4.48 Jump to 5524.96
    DATE the year
    CARDINAL three
running three year over year 5.119 Jump to 5527.04
    DATE three year over year
relationship with westrock though three 4.0 Jump to 5532.159
    CARDINAL three
two opportunities and we're helping them 4.08 Jump to 5595.84
    CARDINAL two
14 head count just in the first quarter 4.48 Jump to 5633.36
    CARDINAL 14
    DATE the first quarter
that i reference is a 50 page white 4.16 Jump to 5688.32
    CARDINAL 50
not one of them is small they're all 3.201 Jump to 5752.239
it's always a difficult one because uh 4.96 Jump to 5782.159
particular one 2.64 Jump to 5849.84
10 3.12 Jump to 5869.44
    CARDINAL 10
catalysts for the next 60 days well this 3.36 Jump to 5876.0
    DATE the next 60 days
great question next six days i would say 3.759 Jump to 5879.36
    DATE next six days
three thousand cameras just in that 2.8 Jump to 5926.96
    CARDINAL three thousand
three thousand cameras three thousand 4.0 Jump to 5929.76
    CARDINAL three thousand cameras three thousand
cameras in one month yeah 4.16 Jump to 5931.6
    DATE one month
30 to 60 days um we're very proud of a 4.72 Jump to 5981.36
    DATE 30 to 60 days
okay so uh so so the 3000 cameras just 4.96 Jump to 5995.36
    CARDINAL 3000
one one was a brand new county 5.04 Jump to 6012.48
    CARDINAL one one
reorder that's number one number two is 4.961 Jump to 6028.639
    CARDINAL number one number two
actually get this done because again one 3.921 Jump to 6035.119
    CARDINAL one
mean you got to be 20 4.0 Jump to 6043.84
    CARDINAL 20
we don't announce a 30 million dollar 4.079 Jump to 6056.56
    MONEY 30 million dollar
camera network worth you know 10 000 15 3.841 Jump to 6060.639
    CARDINAL 15
thousand cameras 3.76 Jump to 6063.04
    CARDINAL thousand
five to ten dollars per camera per month 4.16 Jump to 6066.8
    MONEY five to ten dollars
so even a thousand cameras deployed in 4.159 Jump to 6072.48
    CARDINAL thousand
is between you know five thousand 3.681 Jump to 6076.639
dollars and ten thousand dollars so 2.8 Jump to 6078.8
    MONEY ten thousand dollars
contract over three years five years 3.921 Jump to 6086.639
    DATE three years five years
seven years now we're talking meaningful 4.72 Jump to 6088.56
    DATE seven years
ten dollars it becomes thirty there's a 2.56 Jump to 6097.28
    MONEY ten dollars
from a one-time revenue company to a 3.119 Jump to 6142.0
    CARDINAL one
they would probably sit on the second 3.36 Jump to 6186.0
    ORDINAL second
first year but the opportunity is to is 4.24 Jump to 6189.36
    DATE first year
to take them from a second tier to a 4.401 Jump to 6191.679
    ORDINAL second
first here they appreciate what we do uh 4.559 Jump to 6193.6
    ORDINAL first
one thing that's been kind of talked 4.321 Jump to 6210.159
    CARDINAL one
nine to 15 square meters 6.0 Jump to 6262.159
    CARDINAL nine to 15 square meters
that's 30 to 40 percent of all retail 5.52 Jump to 6264.96
    PERCENT 30 to 40 percent
two 2021 impacts for us 4.079 Jump to 6303.04
    DATE two 2021
us in 22 2.88 Jump to 6309.04
    CARDINAL 22
in navigating it the first impact cove 6.08 Jump to 6311.92
    ORDINAL first
had had for us in 21 is supply chain 6.641 Jump to 6314.159
    DATE 21
um uh probably four times we had to stop 4.32 Jump to 6318.0
    CARDINAL four
three 2.639 Jump to 6330.56
    CARDINAL three
in a boat off of long beach for 71 days 4.56 Jump to 6349.84
    DATE 71 days
that's one way and the second way is um 5.04 Jump to 6363.28
    CARDINAL one
    ORDINAL second
probably 70 people that we had to uh 4.8 Jump to 6370.48
    CARDINAL 70
you're either there for 15 well you're 4.08 Jump to 6452.32
    CARDINAL 15
there between 15 and 30 minutes 4.239 Jump to 6454.0
    CARDINAL between 15 and 30 minutes
our first deal with eos 4.56 Jump to 6483.04
    ORDINAL first
where they're doing 500 some odd 3.92 Jump to 6485.52
    CARDINAL 500
a minimum of 15 minutes well we have the 4.639 Jump to 6506.56
    TIME 15 minutes
charging station in you know at mile 50 5.92 Jump to 6555.92
    CARDINAL 50
of of route 66 and there's nobody else 4.239 Jump to 6558.88
    CARDINAL 66
it into 7 11 in four slots and that 711 4.0 Jump to 6565.36
    CARDINAL 7 11
    CARDINAL four
    CARDINAL 711
4 000 visitors a day that's a super 6.239 Jump to 6569.36
    CARDINAL 4
    CARDINAL 000
deployed i think 3 000 charging stations 5.36 Jump to 6634.239
    CARDINAL 3
with 100 charging stations incorporating 4.319 Jump to 6637.28
    CARDINAL 100
60-inch digital display which is sort of 3.361 Jump to 6639.599
    QUANTITY 60-inch
what's in so one of the things that 3.281 Jump to 6699.119
7-eleven 3.44 Jump to 6765.44
    DATE 7-eleven
okay i mean in theory you know one so 5.36 Jump to 6772.4
can buy you know one of these charging 3.92 Jump to 6782.4
that 100 of the eb charging stations 5.041 Jump to 6798.239
    CARDINAL 100
but the 30 percent that are in high 4.48 Jump to 6805.44
    PERCENT the 30 percent
value or the 50 that are in high value 4.56 Jump to 6807.76
    CARDINAL 50
mentioned a second ago but also with 3.44 Jump to 6824.4
    DATE a second ago
i think we got like 40 more questions 4.719 Jump to 6838.0
    CARDINAL 40
that a 25 year old male is in a location 6.72 Jump to 6875.36
    DATE 25 year old
at a model rama at 2 45 in the afternoon 6.241 Jump to 6902.639
    DATE 2 45
    TIME afternoon
time we file our 2021 4.4 Jump to 6975.199
    DATE 2021
year and the only the the 14 or 15 days 3.92 Jump to 6986.88
    DATE 14 or 15 days
get to 200 installations per week we hit 5.52 Jump to 6993.199
    CARDINAL 200
question in two ways i'm gonna answer it 3.761 Jump to 7030.639
    CARDINAL two
depending upon the deal between five 4.239 Jump to 7039.44
    CARDINAL between five
dollars and ten dollars actually as much 5.279 Jump to 7041.44
    MONEY ten dollars
as twelve dollars per month per camera 5.04 Jump to 7043.679
    MONEY twelve dollars
eight and ten dollars and then we charge 4.32 Jump to 7069.52
algorithm that's an additional two 4.08 Jump to 7075.76
    CARDINAL an additional two
dollars or three dollars if we have a 4.159 Jump to 7078.0
    MONEY three dollars
as an example that's another three 5.361 Jump to 7085.599
    CARDINAL three
uh will you become profitable in 22 5.44 Jump to 7137.52
    CARDINAL 22
expect we'll turn the corner in 22. 4.96 Jump to 7154.48
    DATE 22
okay uh let's see if we can just do one 3.52 Jump to 7157.52
one last this is 3.279 Jump to 7159.44
    CARDINAL one
we're three or four times the market cap 4.319 Jump to 7210.4
    CARDINAL three or four
the neighborhood of nine to ten people 4.96 Jump to 7227.36
    CARDINAL nine to ten
um 50 to 70 million dollars per for us 6.56 Jump to 7239.36
    MONEY 50 to 70 million dollars
contract but we've actually got two more 4.879 Jump to 7277.84
    CARDINAL two
for five to seven years okay so bottom 5.52 Jump to 7293.44
    DATE five to seven years
know a billion plus 3.84 Jump to 7303.52
multi you know at least a billion plus 4.721 Jump to 7305.199
to say the next 12 months 4.88 Jump to 7309.92
    DATE the next 12 months