MMAP stands for minimum monthly assay payments. every unit deployed, the customer has to pay the minimum amount monthly for 5 years irregardless of wether they use it or not.
they dont have a moat yet but they will soon. TAM is 600+units. they are still at 21 units. a long way to go but this business is solid. they just need to achieve their forecast and all will be good
Hopefully an earnings miss tomorrow, page-7
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