Hi Volatile, the present market cap is actually about $56m, the video richmitchtay linked to has been around for a few months, though it looks like they added a bit at the start regarding the legal status after Sessions revoking Obama's memos. Don't remember that being in it before? The associated presentation also confirms what is in the video.
Although RGI have said very little, I have summarised below what I believe are the minimum orders for the first half of this year. I have shown the approx sq ft of their facilities. As a rough guide, each 10,000sq ft will fit about 240 machines stacked 2 high, or 360 stacked 3 high.
Amfil: firm order for 100 units, should have been filled by now, a committment to buy another 214-240 (announced by Amfil) and intending to expand way beyond that. And that is just from one of their customers.
MPX: their presentation clearly states they will "deploy across the organisation" . Previously linked interviews with the CEO show how keen he is on the Roto-Gro system. Phoenix Mesa North, Massachusetts & Ontario are yet to be fitted out, the others have been, I assume they'll be refitted with Roto-Gro over time.
Owen Sound 72,000 sq ft option to expand to 475,000 sq ft (not all growing area)
Mesa Nth 20,000 as ft
Mesa East 3,750 sq ft
Massachesetts 50,000 sq ft (not all growing area)
Nevada 35,000 sq ft
Maryland ??
+ others they are rapidly expanding into
RQB, RavenQuest Cannabis Biomed. They are white labeling the machines under their own name, however I have confirmed they will be buying them from Roto-gro. They are building a 35,000sq ft facility which will have a 2nd floor bringing the total area to 60,000 sq ft. They are hoping to be in production by mid year. Not all of the 60,000 sq ft would be for cultivation. Most seem to allocate about 75% to cultivation, the remaining 25% for production, storage, admin etc.
First Nation growers I believe will be the big one, just like RQB they call their machines by another name, Gro Towers. I managed to find an old link where they talk about their partnership with Roto-Gro.
http://firstnationgrowers.com/community-capacity-building/ No mention of facility sizes, though I'm led to believe their orders will dwarf MPX's. They have been trialing the machines for over a year now as shown on the IPO presentation
http://www.titansecurities.com.au/advice/RotoGro Long Presentation (Nov16).pdf
The above customers are just what we know about through research, not mentioned at all by RGI, they keep things very close to their chest. If you multiply out the numbers, the orders will be huge. And these are just the ones we know about, I believe these potential orders to be just the tip of the iceberg.
Then don't forget the potential massive revenue from the Growing Management announced Monday.
