Some fairly disappointing comments here.
I was labelled a 'ramper' at 11.5c and the SP recently hit 27c. I am now again being labelled a ramper. I will be again drawing attention to this moment in the near future when the SP is dramatically higher than it currently is.
@Ckeenan your figures couldn't be further off the mark,
we've literally been told they will be ordering more products shortly as the first batch of 1,000 has already been taken up by customers. You've also completely missed the point of my posts.
Not once did I suggest my projections were for the October Quarterly, clearly they describe future revenue expected in Q3 and Q4 - in accordance with the lag between installs, trials and accrued revenue.
@goldbear77 is spot on - of course there is going to be significant lag between revenue and install rates, this shouldn't detract an intelligent investor from the valuation of BUD though.
@Send2deking Rather dramatic change of tune from supporting every comment I've posted to now accusing me of 'pumping BUD for the October Quarterly and a subsequent crash so I can buy back in lower'? Crazy.
At this stage (and not until at least Q3 or probably Q4 of this FY) it is not worth using revenue as a tool to value BUD. What is most insightful at this stage is
(1) the units being bought (and consequently sold)
(2) the distributor deals in existence and
(3) the minimum contracted value per deal.
