The value of this transaction was hinted at in recent Investor...

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10/02/19

16:33

Post #: 37390777
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Originally posted by aks4058: ↑

I wouldn't call it dubious but yes opportunistic. The so called 3 business segments aren't firing.

1. Cloud business is stable and growing but won't generate millions per annum I would think, let alone 10s of millions.
2. Parse is dead as far as I can see. The spin about selling Smart city data is a long way off imo
3. OHM is going slower than expected but I haven't lost hope. The sheer pull factor on number of markets for Green building initiatives, Government regulations, corporate responsibilities would drive this segment. How much BUD can capture, time will tell. But as of today, I am cautiously optimistic.

Now to LiFX - I see this a great opportunity to add revenue and earnings multiple to BUD bottom line. There is lot of synergy with this business and potential for LiFX to grow in residential is a vast opportunity. Not to mention, OHM offering in commercial market would add to their revenue stream, that if OHM successfully win few major bids. Then you add LiFX potential to grow in other segment. To me it's a great outcome for BUD.

All in my opinion...

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The value of this transaction was hinted at in recent Investor Presentation with the launch in 2019 of Alternative Data business put on hold due to GDPR

From presentation released to ASX

The EU’s General Data Protection Regulation (GDPR)has severely limited the use of third-party data.Some entities have elected to depart the datamonetisation business altogether.We’ve announced that we’ll follow the lead of Google,Microsoft, etc… but in the meantime will focus our datacollection on Ohm + Works with Ohm (WWO) sources.Our WWO partners – like LIFX – have enormous cachesof exhaust data that are GDPR compliant – this is wherewe’ll source our initial data in 2019.

BUD Price at posting: 9.0¢ Sentiment: Buy Disclosure: Held
18 Upvote

0 Great analysis

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The value of this transaction was hinted at in recent Investor...

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Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Nanocap Si6 Metals to kick off drilling at Monument gold project WA, chasing past hits

BENZ Mining jumps +17% as it snatches up WA gold projects from Spartan Res

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Lord picks up high-grade copper play in Western Australia, with past intercepts of up to 6.62%

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