Quick take would have liked to see some profit from JV but the outlook is bullish and looks like 2022 is the year to see this start to pay off. Hopefully the forward looking market starts to rerate as this unfolds.
Thought we may have seen some subs revenue hitting BUT this may also be a positive as it may be most of these devices sold towards the back end. I think the reason I am confused it the slide I am looking at is BCC perspective so they may have physically shipped 15,000 by December 2020 but these likely only sold to consumers in March, April, May etc so it was a small run of subs but the momentum now there to grow in to 2022.
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