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    Mike Albanese

    Research Analyst at EF Hutton

    Mike Albanese's questions to Guardforce AI (GFAI) leadership

    Mike Albanese's questions to Guardforce AI (GFAI) leadership • FY 2021

    Question

    Mike Albanese inquired about the expected margin profile for the Robotics segment in fiscal 2022, the strategy for achieving economies of scale with robot deployment, and future capital expenditure needs for the legacy cash management business.

    Answer

    Chairman Terence Yap explained that while the legacy cash logistics business has thin margins, the Robotics and Cybersecurity segments offer significantly higher margin potential, which will improve the company's overall profile as they scale. He detailed that the Intelligent Cloud Platform (ICP) is key to creating value-added data services from the growing robot fleet. Regarding CapEx, Yap noted that major investments are focused on acquisitions and robotics, with only standard maintenance CapEx expected for the legacy business, alongside potential AI system upgrades.

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