That's the way I see it too, Setup...the PR put out a week or two ago stipulates that the insurance companies needed X,Y & Z added to our DD system in order to cover all the bases they (insurance companies) needed for compliance. All talks before seemed to be for private labels with our "original" system, whereas now, it can be the bSafeMobile or a private label deal with our 2.0 system. Regardless...this is what they needed, & Cogosense added it. Yes, he could have explained it better, but that isn't his strongest suite & you can only put so many characters into a tweet. I would think there will be further clarification in the next SHL...but definitely hope there is still some major news of something else coming today or tomorrow.
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Maybe he is distinguishing them by the first being private label and the mid size Aug. 6th with bsafe (no private label).