Ann: Investor Presentation, page-10

A lot of expectation here.

Can't see why Dave would be so explicit if he wasn't equally confident.

"In 2019, expect to see Buddy Ohm monitoring more sensor types, in different types of spaces, with larger property portfolios. Buddy Ohm also used to audit facility energy consumption / verify billing.
Also expect to see Buddy Ohm bundled with other products such as servers, lighting, meters.

We expect to continue selling Buddy Cloud as a solution for third party customers (like Airstream) in 2019.

Airstream has laid out a five-year roadmap for working with Buddy Cloud –more vehicles coming.
A$3.5 million (so far) + monthly royalty per RV shipped.

Expect to see additional engagement with Thor Industries (NYSE: THO; brands include Airstream, Jayco, CrossRoads, Dutchmen, EntegraCoach, Thor Motor Coach, etc….​

Expect to see increased sell-through of Buddy Ohm –direct, resellers and distributors
Also increased upsell attach rate and increased follow-on purchase spend amount.

Expect to see more advancements in automated carbon offsetting, and sales of Buddy Ohm systems to customers explicitly seeking this service.

Last quarter we added 9 new meters and sensors to the Works with Ohm program. Last week we added 2 more – all in support of major new partners or customer opportunities/tenders.

Expect to see continued expansion of the Works with Ohm program to include new sensor types and new monitoring scenarios."

Expecting to add new sales channel (via a carrier arrangement) –currently in progress.​

The Company continues to direct sell into very large opportunities via tenders/bids.
An additional such opportunity (AU/EU based) was added this month.

These are all quite long lead time opportunities –all hundreds or thousands of properties in the customer’s portfolio.

All remain in play, but investors are reminded these have been long-lead time opportunities –updates to come."

Don't know about anyone else, but I sense a different tone here. ​

More confident, a sense of excitement looking forward, of momentum that hasn't been so evident in prior updates. ​

@notlistening14, I enjoyed the focus on the competitive landscape. It's the first time they've really put it out there in some detail. That they monitor 140 competitors is a big positive. On top of their game.

As Dave has always said, it's a huge global market growing exponentially. Yes, plenty of room for everyone. But for the biggest, best, nimblest and most innovative - something Buddy continues to demonstrate with sensor developments/world first only carbon offsets - the rewards will also be exponential.

Also happy they have taken their time with Alt Data. I think it will be worth the wait.

To paraphrase Seneca, "Success comes when preparation meets opportunity."​