BUD 0.00% 0.6¢ buddy technologies ltd

Ann: Nestle announced as a new Buddy Ohm customer, page-46

  1. 2,216 Posts.
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    I am suggesting that (1) each facility could have multiple Ohms - depending on the needs of the facility.

    Otherwise, (2) - whether they do or don't have >1 Ohm, the Nestle factories are likely to contribute to >15% of the revenue requirement (to justify a A$B valuation) simply by virtue of the fact each facility will require multiple sensors - making the price per facility much more than the anticipated US$750/month.

    I note Digicel has been been selling bundles up to ~US$2,300 per month. It would seem reasonable to expect a factory, likely also requiring a vast amount of sensors, to come out at some similar price point per month.

    Of course, all IMO. We will have to wait and see
    Last edited by notlistening14: 28/02/18
 
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