Savvy Trades and Investments

[2morrowsGains]

CSPI...cc Notes...

- Technology Solutions division had one of its best quarters ever. "Had not been for a well chronical supply chain issue delaying certain sizable orders, we would have likely reported considerable higher revenue."
Converted smaller customers to multiyear MSP agreements.

- Our pipeline has increased

- Royalty revenue related to the E-2D program, did not materialize as we had anticipated as we now expect to record royalty revenue in the current fiscal fourth quarter.

- Activity level of our award-winning ARIA platform is high. It continued to garner tremendous interest during the quarter.
"It will surely become a star award for the HPP business and contribute heavily to the success of CSPi."
- We currently have over three dozen opportunities in the sales funnel, including several from our TS-based client with over 30% of these in the later or advanced negotiating stages.

- We have fine-tuned the process for onboarding our ARIA ADR customers between HPP and TS MSP. The recurring monthly revenue from this will commence in the current fiscal fourth quarter.

- During Q2 we signed three additional ARIA ADR customers, two of which we plan to install this quarter and the third during fiscal Q1 of 2022 with recurring revenue commencing in fiscal 2022, first and second quarters respectively.
"Each of these are 3-year arrangements are generating monthly revenues. So, it's just a tip of the iceberg as we expect to scale quite rapidly and could achieve an annualized revenue in the millions. This validates everything we have done up to this point and strengthens our conviction that ARIA will be a game changer and will be a dynamic growth driver for HPP business."

- Robust balance sheet

- Supply chain still slow.

- We did a POC. They bought off on it. And now we're building that referenceable account list that we're able to distribute to all the companies that we're talking to.

blindman...Best pitch...Backing out the cash, the market is valuing CSPI @ approx $20M. So I guess you have to ask yourself, is this company worth $20M?? I say that's a big "hell yeah" !! ;)
Downside risk is as low as it gets IMO.

More on why I like CSPI...
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