Ann: Update on Reseller Arrangements in Australia, page-134

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1ronnie

21,871 Posts.

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19/04/18

11:46

Post #: 32553289
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Originally posted by Techmeister ↑

You are making exceedingly important points here GB - BUD language has been fast and loose - and should have been considerably tighter

Every investor is trying to calculate 2 factors:

1) how much demand is there out there? right now?
2) how urgent is that demand?

Together these lead to a sense of how much revenue to expect now? next quarter? next quarter after that?

No-one is especially interested in possible revenues a year from now - that's too far down the track for most punters - and subject to far too many variables / unknowables

When BUD used terms like 'monster deal' / 'blown away by the interest in Ohm' / 'super-excited' / '10's of 1000's of buildings' / 'remarkable' / etc etc - it is hardly any surprise that the market converted that into a high score on 'urgent demand' - which was then believed to equate to rapid installations

So back in January, we had expectations running way ahead of reality - and this caused subsequent 'disappointment' when we found out that cashflow wasn't material just yet

I think this was avoidable - there was no gain in stoking market anticipation too early - it just caused problems

Anyway we are past that period now - the sooner we get to the July quarter the better - the repeated view that material revenues will commence by then is the ultimate 'signal' - I'm confident Dave wouldn't be fast and loose about that

Expand

Well acknowledged! So where to now? Will it be another EDE (see below) experience or a reflected hockey stick - I would decide before the next 4C arrives (I dread 4Cs when playing small caps before - they usually don't measure up to expectations)
https://hotcopper.com.au/threads/te...4108726/page-26?post_id=32459794#.Wtf0SU8UnmI

BUD Price at posting: 11.8¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

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Ann: Update on Reseller Arrangements in Australia, page-134

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