A few things. 1. 1500 Walmart stores have been stocked for...

A few things.

1. 1500 Walmart stores have been stocked for around 6 months so the FULL effect can be determined for this period, even at a maximum of 90 day terms.

2. We already know that without the 1500 stores revenue was 723k AUD or 550USD. Call this non Walmart revenue

3. Other retailers have been engaged so there is upside to the 550UsD

In my opinion there is more than enough data, even on the longest payment terms available to distil a sales per store estimate. We don't need to wait until next year for that, that is certain.

With your estimates, Process is good but the it all depends on the units per store and to be honest with what we have at the moment it is just a guess. We will know much more after this quarterly. But as you say, if it is below 50 this will be a much longer journey than everyone has anticipated. Alternatively, if we can get an accurate gauge on amount of stores and units per sales above 50 and closer to 100 it is a massive buy.

My issue is that if it were selling at those numbers mgt would have pulled the trigger on the production but haven't.

Let's wait and see but the numbers won't lie. Our decision will be what to do with them. Both my buy and sell scenarios are set. In addition, I had to trim based on my deductions to date. Could definitely be wrong though and hope so for the holding that I have left