Nick_GW

Thanks! Demo day seems so long ago.....

Thanks for the comment! I normally tell people that Flexport connects the global economy to shipping, so you can get your stuff from A to B. Greywing connects shipping to the world economy, so whether the ship is at A, B or Z they can get what OPEX they need efficiently.

I think the data side of this question is for Hrishi. From a platform perspective we primarily serve the Crew and Vessel Managers ashore right now, but in time we expect to push this out to personnel onboard vessels to give them more autonomy over their travel as well as to minimise additional work done by shore side personnel. In the old days a Captain would manage all aspects of a vessels operation, and I think as technology augments their ability to execute that will become true again with less execution shore side.

It is a space Academi have never operated in. Control Risks used to be in the maritime security space but assessed it as not having the right level of risk/reward because the prices became so commoditised. Running security for organisations like that in High Risk Areas like Iraq and Afghanistan still generates good margins but they don't experience those returns in the maritime space so they exited the market.

The cheapest and simplest solutions to piracy are avoidance and armed security. Many non-lethal methods have been trialled over the years but nothing seems to be as cheap and effective as a human with a weapon. The link between unlicensed fishing and piracy is clear. If you take away a persons livelihood they are going to look for alternatives. It would be interesting to look at how organisations like Sea Shepherd could use technology to augment illegal fishing detection and disruption. Right now they sometimes augment local government forces to give them an interdiction capability but it may be in future they provide intelligence, surveillance and reconnaissance using tech and leave host nation forces to interdict illegal operators.

The latest iteration... https://www.linkedin.com/posts/nick-j-clarke_landfall-seafar...