To me this is the most important part (This is a July 29th 2016...

To me this is the most important part (This is a July 29th 2016 Press release)

https://hereplus.me/doppler-brings-funding-to-50-million-led-by-chernin-group

I am curious to what Doppler's market capitalisation is having raised $USD50 ($AU65m) to date. My guess would be close to $AU100m? Nuhaera Limited at the moment is $AU36m (there are some options that I have have not included yet).

Doppler's registry does have some big names to it like: Peter Chernin of The Chernin Group, Kevin Efrusy, David Geffen, Dan Gilbert, Henry Kravis, and Anton Levy.

If Doppler is still a private equity (assuming their market cap is already $AUD100m equivalent), I can see that if they do a public listing then at around $USD300-400m ($AUD400-500m+) is they are successful (especially in the commercialisation stage).

What this shows me is that the first company that can successfully market on a mass scale will be a $AUD350-500m+ company. While there is room for more than one player but I can see the first one to come to the party will have a major advantage.

Nuheara may have the advantage today (assuming) in terms of product but Doppler with their access to much more capital (already raising $USD50m) is poised to be a stiff competitor. If Nuheara is not careful it will be overtaken (and not in the takeover scenario).

This should be a reminder to people who think NUH is risk-free and that we have a product that is too good it will do everything itself. In the end NUH is in the tech industry and there is only so much time that you have to mass commercialise until someone else comes along and takes your place.