Here's a few things that might mean Ohm sales accelerate a bit faster than you suppose:
1) the 'works with' other sensor brands means that Ohm sales can piggy back other sales - in this situation Ohm provides the dashboard and can integrate with already installed systems = lift to Ohm sales and accelerated reach
2) Ohm sales will expand at the rate at which Ohm benefits are understood - every install generates learnings for others to consider - driving the flywheel
3) If Ohm is mission critical in 1 environment then it must be in others of a similar nature - IoT is like a switch that is getting flicked - data is the new oil - serious businesses are run off data - they are re-organising around it
4) Govt, in all its forms, are driving sustainability - councils, schools, military, state, federal - cities simply must get smarter - they continue to expand at astonishing rates - they have to be smart about water, waste, power...Cape Town is a wake up call to all municipalities - manage your resources or face existential crisis!
BUD Price at posting:
11.5¢ Sentiment: Hold Disclosure: Held
