can only suggest those interested dig deeeep to understand this...

  1. 5,183 Posts.
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    can only suggest those interested dig deeeep to understand this industry - there are so many facets that need to come together
    the management team both technical and commercial
    the product and specs and importantly the potential for recurring revenues across time as subtle refinements and further development occur
    the value / advantage proposition of adoption where current industry 'lines' are running with good margin across a good customer base - as a rule a winning adoption strategy should achieve cost parity on a current line at only 10% of the new line running...ie an order of magnitude cost advantage at 10% initiation with increasing gains as volume ramps
    'C' level executive management with broad industry relevant experience is essential ( minimum 10 yrs and that is still risky imo - prefer 20yrs plus but that's just me)
    same same the technical team for optimum opportunity of success

    you can't be in it for fomo it will burn you / catch you on a rising sp and leave you holding the bag
    'distance' to revenue must be carefully assessed and evaluated

    if you satisfy yourself with the above be early and 'right' and keep reassessing the position for outcome variations as those subtle changes described above occur

    not advice- just some points to keep in mind

    glah



 
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