BUD 0.00% 0.6¢ buddy technologies ltd

Questions for the Webinar, page-352

  1. 9,781 Posts.
    lightbulb Created with Sketch. 3485
    cant see much durable synergy between an energy consciousness measurer and a company promoting 'cool' lighting effects, even if its off lower energy use hardware. there's no mission there but being a lighting manufacturer chasing profit.

    that said - the applied hypocrisy of inner city hipsters shouldnt be understimated i suppose. same people use iphones and internet 24/7 to complain about greenhouse effect. its not about doing something. its about saying your doing something - and getting a selfie.

    id focus on looking for fad uplift in the lifx earnings and pencil in zero expectation for Ohm cross sell as a safer basis

    looks like its intended to be a 2-3 year stocking stuffer to me. which could be fine if the fad really takes hold. but its the next lava lamp in terms of rev profile imo
 
watchlist Created with Sketch. Add BUD (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.