$RVSN - Rail Vision, on track when none of you are looking. The definitive deal with Berkshire Hathaways Railserve.

Lets go back to 2024, and the wording about their first deal with Railserve, part of Marmon Rail, a Berkshire Hathaway company:

"-The contract also includes specific purchase quotas that, if met, provide the customer with exclusivity in the North American industrial railyards switching segment."

2026, Rail Vision is now part of Railserves offering for safety at shunting yards. Rail visions cameras potentially getting mounted at +100 yards.

"-AI-powered ShuntingYard perception system is now integrated into Railserve’s YardGUARD industrial railyard safety system for commercial deployment."

Along with this 2026 definitive deal, in the works since 2024, Railserve and Rail Vision now signed an MOU:

"-The parties intend to discuss additional deployments of Rail Vision’s systems, new use cases, rail car mover applications, broader rail yard solutions, and other mutually agreed commercial opportunities."

Berkshires Marmon Rail owns Railserve, they also got:

Trackmobile

BOSS Railcar Movers

Zephir

If Rail Vision only supplied yard locomotive cameras in the YardGUARD offering, TAM is decent.

But if Rail Vision becomes perception layer for:

Trackmobiles

Zephir movers

BOSS movers

YardGUARD fixed infrastructure

The TAM multiplies. Not linearly — exponentially, globally.

Once a company gets in to rail, it sticks. First stepping stone is YardGUARD with Railserve.

If the MOU for railcar autonomy turns to a definitive deal, I definitely believe Railserve will be a deal big enough for "exclusivity in the North American industrial railyards switching segment."

Hard to find a nano cap company with this much optionality, $20M cash, debt free, $10M market cap.

Next I'll write about the potential for India, the Israel mainline cameras, ongoing tests, and recurring customers.

Buying the stock in 2024 was early but the wrong kind of early, lot's of people burned. Personally I believe now could be the right kind of early, inflection point.

Not financial advice, I just like the stock and I'm in with 2700 shares at $4.50.

https://ir.railvision.io/static-files/837a64fe-a778-4209-9239-313d77a3aa0f

https://railserve.com/yardguard/

https://www.globenewswire.com/news-release/2024/01/24/2815464/0/en/foresight-rail-vision-receives-order-from-leading-us-based-rail-contractor-of-up-to-5-million.html

https://www.stocktitan.net/sec-filings/RVSN/6-k-rail-vision-ltd-current-report-foreign-issuer-c957721a02bf.html

https://megaproject.com/news/railway/rail-vision-and-railserve-a-marmon-rail-company-sign-mou-to-expand-collaboration

https://www.trackmobile.com/?utm_source=chatgpt.com

https://zephir.eu/en/?utm_source=chatgpt.com

https://bossrcm.com/