Highlights -
Positives:
- Ingram Micro now distributing in Spain $$$
- DickerData distributing in New Zealand $$$
- New Sales Channel coming soon! Asia? Africa? $$$
- Page 37 - it appears to clarify the question of whether this quarter saw more installations than ever before in the affirmative, I.e yes (EXPONENTIAL GROWTH) $$$
- 35% of customers are spending almost 100% more - this is massssssssive extra $$$
- Thor upside - more RV royalty agreements to come soon - more $$$
- Other similar Thor style Buddy cloud deals to come? More $$$
- All large property bids remain in play, or direct bids where the customer has hundreds or even thousands of properties, updates to come regarding these $$$$
Negatives:
- There are over 140 competitors (negative), but Buddy has a stand out product and so far isn’t having issues competing/is monitoring all competitors (positive)
- Unclear if Alternative Data sales will commence in Jan 2019 as forecast
Very, very exciting times ahead. Once the market recognizes the major growth opppirtunity here this thing is going to fly.
In my view Buddy is taking all the right steps to become a $B company by the end of 2019 (I.e >$1.00/sh).
Hang in there lads, not too much more patience required IMO.
GLTAH
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