I think we will see some material share price movements if:
---
1. Boeing move from a $30 - 40k PoC to a rapid enterprise deployment.
2. I believe the one of the utilities companies is Florida Power & Light? Which is >$1m ACV once completely onboarded? @glutenfree is a better inspector than me.
3. FPL for the third?
I think it's pretty likely that if these guys have moved from a trial -> PoC then 3DP is delivering and it could be a short time until they are all converted to rapid enterprise deployments. A ballpark guess could be $3-5m ACV contribution from all 3 of the PoC's? All IMO/DYOR.
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