ZNO, AEI are bigger brothers in arms, big kudos to them hope they keep on pathing the way forward to pay dividends
Including SKN our white label partner, albeit they think they can out grow our Global Master distributor status that's another story in fantasy land. Two different businesses. I would love them to be our biggest client by a far margin of others. Helps both of our sales $$ revenue. Win win for all of us
Shipments to SKN and the $3.8m order from the US this June quarter needs to be banked in the 4C. Payment terms are 50% order and 50% on shipment. This equates to an expected run rate of
$4m sales so far in addition to
our $6.6m cash in our bank accounts from Acuity. Inventory and procurement was incurred in march to scale
We have another two months to go until the June 4C
The above number excludes any material orders world wide, they are sure to be in some significant negotiations.
Also they cannot meet the current long term demands which is a very good thing. Capacity constraints all over the place.
Relaxation of lock down will shift the demand of HS higher to another level is my view
If a TH comes out on some weird significant deal that looks not right but is right with monetary pre payments the results will stick and be validated by the market. As a holder you cannot miss these phases, They create break away gaps in the valuations of the company
This is what fundamental analysis
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