Jun. 18 at 10:53 AM
$MCRP If we're speculating about American companies that could realistically become customers or partners of MCRP, I'd focus on companies that need:
Autonomous security patrols, Logistics robots, Port automation, Industrial site inspection, Smart-city infrastructure
Most realistic U.S. candidates
Amazon
$AMZN $QQQ
Why: Massive warehouse footprint. Heavy robotics usage. Constant experimentation with autonomous systems.
The most interesting possibility - I actually think the most likely route to an American customer is through DP World
MCRP already signed an engineering and manufacturing agreement with DP World related to logistics automation and container-handling systems.
Here's the speculative chain:
MCRP succeeds at DP World. DP World deploys the solution more broadly. U.S. logistics operators notice. MCRP gains credibility internationally.
That's how many industrial robotics companies win American customers — proving themselves at a major global operator first.
