The announcement is timed to keep dilution in check for these 5...

The announcement is timed to keep dilution in check for these 5 days.

While positive and good to see they won few small bids after competitive process, it doesn't seem substantial to be honest. Also, no mention of Canada which supposedly the first key market where Ingram shown keen interest and Buddy announced MOUs as largest and grandest blah blah....

Not sure if many of you noticed but for past 6 odd months there is no mention of $750 USD as blended average. This indicates that while there is demand,market isn't going to pay top dollars for this service hence BUD has to sell lot more to reach b/e on OHM side of expenses.

This may explain why they now launched Managed Service and adding control function a priority to differentiate/value add and in extension market OHM at a reasonable price point

So in a nutshell, I see an uphill battle for material take up for OHM, but saying that they appear nimble in responding changing market dynamics, and that is their strength all along.

I also see LIFX as a lifeline and I have fair degree of confidence on that segment, and if BUD can lift OHM revenue materially in 6-9 months with Airstream bringing material revenue, we can be $750M - $1B mcap by July20.