- After 18 months of investing in its SafePath 7.0 platform, SMSI is now on the verge of launching its new product with at least one, if not two, carriers.
- The long-awaited launch with T-Mobile was again delayed, but my research indicates the deal is still on, even after the carrier’s recent operating-team reorganization.
- The new SafePath Drive could be launching soon as well, perhaps with Verizon, which should provide a nice catalyst for the stock.
- Though in the very early stages, AT&T has re-engaged with SMSI about the possibility of collaborating on one or more family safety products.
- Based on SMSI's previous success with Sprint, I believe a ramp with another carrier could lead to shares being worth $20, quadruple current prices, in 18-36 months.
For further details see:
Smith Micro: Operating Leverage To Kick In