BUD buddy technologies ltd

Assessing BUD attractiveness as an investor, page-103

  1. 1,934 Posts.
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    I said 'I see no reason BUD can't achieve 100,000 buildings in 18 months' - that statement would be based on the following:

    1) BUD initially said there were approx 2 million buildings between US and Oz - that fit the original spec of Ohm - now that we have Ohm Link that number has greatly increased - let's say its now 5 million for arguments sake.

    2) BUD are selling in HK as of a very recent tweet - so we can add our target buildings to include multiple markets beyond US and Oz - if they can already, out of nowhere, add new countries then what could they be doing in 18 months - so that would increase the target building by another few factors - lets say to 10 million

    3) If BUD has 10 million target buildings in 18 months - then getting 100,000 does not seem unreasonable to me - its just 1% market share

    4) And what if they innovate again - so that it works for smaller buildings - i.e. homes - then the number of target buildings becomes 100's millions

    5) 18 months is quite a bit of time to improve / innovate

    6) You do some maths and see what you come up with
 
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