Q3 FY2018 Quarterly, page-64

agreed @drbgt40

thats why ive tried explaining the value chain sequence a few times..

but you have to make the intellectual effort yourself - or generally you won;t 'get' it

unless you;re experienced you have to see how the math builds to internalise it - and then you have to understand how small the initial drips will be that represent very considerable cashflow

thats why i turned it around by saying each Ohm sale is $72k.  Thats more immediately understandable

personally i dont focus much on company's own forecasts - though i do agree from what I;ve read they are based on realistic ground up evaluations. no issue with that at all

but one of the unquantifiables  is to be a market leader/innovator in an emergent sector - it brings a halo of benefits eg. it wouldnt surprise me at all if it was distributor talks that prompted the carbon credit solution - possibly Rizon in particular because the UK has a particular focus on carbon neutrality as a high energy importing nation

as you get that product innovation you grow your addressable market considerably

in my own work in 3rd party sales what I found were one or 2 'channels' would be champions and they would outperform considerably while others variously did ok  or not so good.

you then tend to build a deeper relationship off that success - and it goes again as you work together to make your offering of particular appeal to their market