Hi joe,
If I'm understanding your question correctly, your asking that if we license our product exclusively to one customer, then how much more could we have made if we just sold it ourself to many customers?
(I think that's your question)
There's already a thread called
'license thoughts' created by Pinto on the 25-9-16.
That thread really doesn't tell us what is going to happen with these licensing deals, as with the issue stated in my post above, it's the secrecy that leaves most unsure of the future (as you've stated).
So the only way I can really answer your question is to look at the past, here's a post of mine (from the above mentioned thread), it shows some insight into an old licensing deal and how it worked.
http://hotcopper.com.au/posts/19403414/single
So nobody really knows how these 7 licencing deals will work, but keep in mind there can be a multitude of different restrictions applied effecting the licensing deal, such as.
Geographic restrictions
Industry restrictions
Licensing time frame restrictions
I'm sure the company are well and truly all over having these deals work in our favour, if say someone like ICL wanted a licensing deal, we may well be able to sit back and let them sell our product to heaps of not only their existing customers, but also to new customers that they may well generate through having access to products on the market that aren't accessible elsewhere, these big businesses already have a name with great reputations, using them to streamline our product could well have us selling multiple volumes of chemicals compared to what we can achieve ourselves whilst we're still trying to break into the market, if you go back and listen to NC's podcast, one of the main points he makes is that it took quite some time for people to start using our products, the products were great but we were an unknown, using a well recognised platform to distribute our product for say a 12 month period, gives the licensee 12 months to bring more customers under their umbrella and to have an edge on the market during that period, but at the end of that 12 months, if those same customers still want our product they'd have to come to us, in a sense, the licensee has drummed up a heap of extra customers for us, with little or no cost to us.
(I use ICL as an example as I've posted on them before.
http://hotcopper.com.au/posts/19354973/single )
It all depends on how these licensing deals will be set up, but I'm quite certain it'll be very advantageous for us.
Cheers.
(20min delay)