I totally get it’s been frustrating to see the majority of units goto US where our share is very small. Let’s face it we would have all loved a 50/50 global split. And the last couple of years has been really waiting for the momentum effect to kick in.
I do think though the tailwind of global brand awareness and uptake over their will kick into benefiting swifter adoption in Europe/ Aus and other regions such as Africa and Middle East when they launch there more fulllt.
if they end up being a decent rival to Garmin woth even a % of their sales and the US sales base kicked this off we will all benefit substantially long term. Hitting their FY23 milestones/ guidance will be a great start to enable FY24 to build on this exponentially
BCC Price at posting:
27.5¢ Sentiment: Buy Disclosure: Held
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