Agree with all and expect 100,000 subscribers by 30/09/2022 - noting you acknowledge some conservatism there on time frame but we could say between 30/09/2022 and 31/03/2023 is a given.
Only downside is how much we see of this is bulk is US sales,nee AANZ and Europe fired up more.
Agree we should see a little more of margin on sale, i makes no sense we are not making and selling them for a decent return! If the JV or whoever we sell them to then want to sell them cheaper to get subscribers this is their choice.
Especially frustrating if we are not making much and then the units are going to US sales and feathering RP's nest.
Ann: Beam Receives Twelfth Major Order for ZOLEO Units, page-7
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