We are entering the most transformative stage of the company's development - we enter this quarterly like a pupa, I think we'll emerge as a butterfly.
For the first time we will have:
• a method of extrapolating product roll-out - velocity of installs, breadth of markets, range of clients...
• a method of extrapolating revenue going forwards - steepness of curve, 3 and 6 month targets...
• more clarity on production runs of units - 3rd batch details perhaps...
We'll also get yet more clarity on Parse; an update on team and staffing / skillsets (e.g. alternative data specialists coming on board)
All of this will cement BUD as a bona fide business - we will be classified a mid-cap - no longer a spec - and all of that will attract more institutional share buying - the register will be beefed up considerably - and the SP can only head north
BUD Price at posting:
14.8¢ Sentiment: Buy Disclosure: Held
