Took a second look at the update and here some things that jumped out at me. Certainly is a lot more to this report than was evident at first glance.

Fleetsafer Contracts... SB has said he expected Fleetsafer sales to surpass BSafe Mobile. "Various size companies" mean more than one and could be big companies IMO. Unfortunately he used the 'soon' word. Lol.

Insurance Companies... both US and Overseas. Quite a while ago now SB said "opportunity of a lifetime" when talking about an Asia insurer. Investors are under-rating the insurance co. potential IMO.

Private Label... THREE new versions. That would be for three deals with major retailers IMO.

Cannabis... Still alive. Any concrete move here will register on the Richter scale IMO. Magnitude TBD.

6TH ARM... happy to see this is still real.

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My crib notes:

May 01, 2018
On4 CEO Letter to Shareholders

BUSINESS
- Perfect trifecta...
-- 3 huge deals... 3 top 20 groups; 500 dealerships
-- stores across the country
-- biggest ONCI deal ever
-- ONCI on the map
- beating estimates Maine to Florida
- Fleetsafer contracts various size companies to close soon
- Insurance companies
-- Stateside and Overseas
- private label
-- 3 new versions created
-- setting up deals
- Dubai Taxi
-- changes completed
-- Einstein meeting
- Inventory
-- constant
-- increasing capacity
- Neca app
-- Apple and Google approved
-- discussing implementation

CANNABIS
- Cannabis companies
-- final plans received
-- Canada travel planned w/in 3 wks
-- pending possible final implementation decision

HEXAGON
- approval "close"
- 2.4 billion share reduction
- NO R/S
- NO NEW 3A1O PLANS

6TH ARM
- watch this space