OK so Dave's Tweet in responseto an Mike Warren is:
Which was later clarified, in regards to the number of OHM units, ina response to Blank:
So on Twitter it is pretty clear Dave is referring to OHM units sold.
But in the investor deck he is very clearly talking about sites.
For both of these statements to be true then the scenario I painted previously, that BUD 'could' have:
- Sold 5 OHMS into 1 site in the prior history of the company and
- Sold 2 OHMS into 2 sites in Q1FY19
would appear to be impossible which is definitely positive and only leaves us to speculate as to what the total numbers are.
No point me doing that though and DMc has said that they won’t be reporting that either.
It is unfortunate that this ambiguity required people to seek clarification and concerns me that the sniffer dogs may be let loose again.
