This link was discussed in some earlier threads but let me share...

This link was discussed in some earlier threads but let me share my 2 cents worth on his take.

OHM is and will be the biggest driver of revenue for BUD but in my view Parse and even cloud to an extent will easily generate $30M annually from 2020. So his assumption on this as a one trick pony is plain wrong.

Dave always maintained we will have more products in supporting OHM value proposition, meaning customers buying OHM will have more value going forward and will be enticed to continue with our service model beyond 3 years.

And with AGM, that is exactly we saw. More sensors supporting higher current and water leakage sensors etc, meaning broadening our addressable market beyond mainly just electricity for buildings.

I may be deviating from the subject of this thread but I am incredibly excited in last few weeks with my learnings on OHM progress in Australia.

Global deal will pour serious fuel and I hope it gives us some specifics on country specific trials, region/country prospects and min contract value etc.

I do not know what share price will be by 31st but in long run BUD will make all patient investors very rich.

All in my opinion.