Sure I am aligned.
I don't believe its a gimmick either but at the end of the day I would like to see greater visibility of consumable reordering which should provide a reasonable idea of unit utilisation. I am inclined to agree with managements reasoning for the drop in consumable reordering in H2 21 - being that customers overspent on consumables upfront in H1 2021 due to the COVID fear response.
I'm interested in their August announcement. They previously indicated that the consumables per unit sold were $120 for industrial use and $200 for healthcare use. Its likely that the healthcare is closer to the $120 when normalised I would assume. That's still great so lets see.....100k units worldwide now.
Ann: CleanSpace Holdings Unaudited 2H FY2021 Results, page-232
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