It sounds like a lot relative to what they will do in FY2020 but it’s 2/3rds of the original FY2020 forecast of 90k. Plus now they have the Life watch - so two product lines, the 4G watch will be out soon while they now have Vodafone as a distributor so I think it’s very realistic.
There is material upside in my estimates but it’s very difficult to make an assessment on Life sales at this stage. I’d rather be conservative in my estimates than overly bullish
It sounds like a lot relative to what they will do in FY2020 but...
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