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01/03/18
17:22
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Originally posted by broosta
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IMHO, I don't believe the hardware design is a real impediment to 99% of Buddy's target customers.
I agree with your observation, provided Buddy sticks to its target customers of small to medium businesses. I have a few doubts (call them unknowns) if they plan to install the ohm units in industrial situations where the surrounding machinery ‘can introduce enough electrical noise to impact’ upon its performance. Will the wireless comms be reliably robust to the degree that cat 6 wired systems provide? I also wonder how this unit can deliver the level of data detail (‘the analytics’) required to provide real time information.
Also does Buddy ohm, for example, have the utility to page down into the detail and examine the power consumption of say a particular production line among many others?
Some BUD holders feel I am sand bagging BUD. I am not. While I hold BUD shares, I do so on a watching basis at least until BUD demonstrates to the market the supposed rich money making abilities espoused by some HC posters. In the meantime I plan to sell into the upswings and buy on the dips. Which is the only certain way to make money on a tech stock at this point in its business cycle.
Broosta
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with a market cap of $198.3 million the market seems to think there are robust cash flows down the track from their business model and global distribution arrangements.
As Buddy owns the equipment the biggest risk to my mind is warranty and maintenance of the units and sensors - qed with a global distributor able to substitute at a moments notice and get you back up and running asap and we will credit you for any offline time.