Just thought I;d mention that one poster said he could see Irma/central america hurricanes being the one potential negative for Digical ohm sales.
I think its probably actually positive - if lots of refurbishment/rebuilding of power and building infrastructure is going on - anything Digicel is involved with theyll just include Ohm in the quote as taking advantage of the opportunity to upgrade the systems. in the quantum of a rebuild the relatively small Ohm cost would be a much easier sell
If its contractual minimum sales are guaranteed then any delays wont affect Bud cashflow unless there is a force majeure caveat - which seems unlikely to me. For a mobile carrier reseller i cant see weather related 'act of god' force majeures as likely - because they happen to some extent every year. so would make contracts worthless if the wholesaler agreed to such a thing.
BUD Price at posting:
20.0¢ Sentiment: Hold Disclosure: Held