Dave has been very conservative with his language and previous guidance estimates so I am confident in management's ability to provide a strong update tomorrow any put any worries to bed.
I think we all need to remind ourselves that Ohm has been absolutely killing it. We've had total production orders of 4,000 units and distribution and sales agreements all over the globe. If we sell the entirety of this batch at a relatively conservative average SaaS price of ~US$750/month then we are looking at c.A$45m revenue p.a. with extremely low operational costs ie. high margin, nearly all incremental revenues flow to the bottom line. This back of the envelope figure is well above the conservative guidance that Dave and management have stated.
Let's wait and see what tomorrow holds but I think we are still at the start of a very exciting journey here.
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