Not sure we'll be getting a detailed breakdown of the 'resource monitoring' market dynamics - as this will be considered classified info...
However, what we do know is...
1) BUD are teaming up with major companies who have service contracts with target buildings (could be telcos or IT or possibly energy companies) - who will provide sales and installation for a share of the spoils - so BUD will be keeping it lean and yet have a massive sales force at their disposal
2) Apparently the first 1000 units have been placed - so the next run is now an essential - BUD said the next batch would be 10,000 - not sure how long it will be before we get an idea of the speed of uptake on that - hopefully 3 months from now should offer some insight
3) I think the comparative advantages of Ohm are being unveiled as we speak - as this is an essential part of the sales pitch - given BUD have just completed a multi-city Ohm roadshow - and are now about to present at a major IoT conference in Santa Clara - I believe we will have a solid grounding in the Ohm difference
4) As far as margins / revenue is concerned - be sure to keep an eye out for upcoming quarterlies
5) Magic carpets are on special at Carpet Call
BUD Price at posting:
5.8¢ Sentiment: Hold Disclosure: Held
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