CDX...a Billion $$$ company in the making, page-2

  1. 573 Posts.
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    Would be nice to see more detailed forecasts. SAAS vendors have margins of 60-70%, which can be used for Arty revenue, which Pulse, Conneqt, Mobvoi, etc feed into. I'm too busy to create TAM models here's a big rock comparison.
    - Fitbit mcap: 1.75 bn USD mostly watches/trackers
    - Garmin mcap: 29.21 bn USD diverse products from cars, outdoor, marine aviation: hence bigger mcap
    - Apple watch: 10-12 bn USD in sales (41m watches 2021)
    - Resmed mcap: 38.40 bn AUD RMD is a respiratory leader, to compare on an industry or metric-set (Craig's used a term for this)
    - Omron mcap: 17.00 bn USD

    With Pulse, Arty, and Conneqt, I think CDX can easily be bigger the Fitbit. Might Resmed be a 10-15 year comparable for CDX?
    My 5 year punt on mcap with the current product set: 3-5bn Aud (50-80 bags).

 
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Last
4.0¢
Change
0.000(0.00%)
Mkt cap ! $17.94M
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4.0¢ 4.0¢ 4.0¢ $12.03K 300.7K

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Last trade - 13.15pm 23/06/2025 (20 minute delay) ?
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