This has some interesting numbers and provides a bit more insight into growth. North america looks to be at ~35% market penetration in terms of installed units. Australia is at 70% which is probably close to saturation so USA is likely to be halfway there in terms of percentage. Japan is about to start selling and Asia has not yet started so the growth is still to be realised there.
The growth is definitely there and if we guess at 60% penetration of all current targeted markets the install based should quadruple. Then there is the compounding effect of consumables and upgrades. I am guessing 5-8 years to realise this strategy unless GE or someone big gets hungry and buys it out. The downside risk is sales and marketing costs and new product cost blowouts.
LT holders patience will definitely pay off in the medium term in my view.
GLTAH
Ann: Investor Presentation - Wilsons Rapid Insights - May 2018, page-2
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