Let’s say the average consumer uses 10 pods per year. I have no...

Let’s say the average consumer uses 10 pods per year. I have no idea if this is conservative or optimistic, but based on the 20-1 usage messaging it feels about right.

Why then have they built capacity to produce 5,000 per day or 1.2m per year as you extrapolate CB.

Matching capacity back to devices one could estimate 100,000 devices = Need for 1.2m pods. 100,000 devices might be long term but that represents $16-18m in revenue at wholesale prices. Plus pods perhaps another $20m.

A lot needs to fall into place, but you can start to see operationally how they are setting themselves up and what kind of capacity they hope to achieve in the future.

And this is all just Reduit. Doesn’t include anything with regard to licensing (P&G), B2B Pods (massive sleeper which Paul suggested 10 topicals we’re currently out on market for review), Body Guard, Surface Hygiene etc

Certainly moving in a good direction.