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The reason I bought all my holdings, page-29

  1. 3,060 Posts.
    lightbulb Created with Sketch. 1427
    Have you been listening? They don't have to sell any machines. They will sell walls as a service. So they only have to sell a wall here and there initially and then once proven and customers are happy, it will grow. Initially they could provide walls with the 2 machines that they have and will get revenue from those.

    I think it was antmol that showed with potential revenues per machines could be used to then make more machines and the growth (to market saturation) would be exponential.

    There are still some questions about where/how they will be built and how much capital they need to get a small fleet built. However, once a fleet is in place, they could grow organically. The WAAS revenue model is far better than the old share the sale with CAT model.

    It seems that you have chosen to ignore the best parts of the last 2 weeks and focused on the worst parts.

 
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