BUD 0.00% 0.6¢ buddy technologies ltd

Ann: Buddy launches Buddy Ohm Simple Smart City Technology, page-342

  1. 9,820 Posts.
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    the short term potential for overdelivery vs this valuation is fairly decent- leaves considerable upside to escalating valuation - which is usually the key to stock momentum.

    he's got an fy18 target (next 12 months) of 1500 installations at $us750 per unit.

    BUD's core targets and likely to be prioritised installs are the $1500 per month variety.

    The lower unit cost retail multi site products that bring average monthly fees down will likely be installed at higher rates.

    though it does reflect a 12 month average income base - and thats important to keep in mind as installations will probably up much of this year

    But i think there's good potential for BUD to exceed these numbers - which would have an extrapolating effect on progressing DCF valuation

    and obviously the 50% risk weighting to the forecast is big - but fair given early stage on this turnaroud
 
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