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thanks you DPR, much appreciated

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Zamek

105 Posts.

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07/08/18

14:47

Post #: 34776804
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Originally posted by DreadPirateRoberts ↑

I've sent off the questions from the thread to the Buddy IR team. I took Techmeister's suggestion and wrote up 10 questions which I think cover about 94.89% of what everyone here was asking. I still cut 'n pasted all the individual questions from this thread and tossed those in just in case they want to go down the list and pick out a few more.

Here's the 10 questions I put in at the top. If you have something outside of these I suggest you send in an email.

- A year into Ohm sales now, how do you think it has been going? Are we ahead or behind on projections? Has the pricing changed?

- What has the conversation rate of trials to paid customers been? What has the cancelation rate been? Do customers find value in keeping the Ohm system after making adjustments to their energy usage after the initial feedback from the product?

- Any changes to the revenue projections? Previous guidance (rom ASX query) has been for $69.3M over three years, as well as being cash flow positive in CY2019. Is the company on track to meet these goals?

- Please elaborate on the backlog and frozen sales. What caused this, what has been done to fix it, and is the backlog cleared at this time? If not, what is the timeframe, and what impact will it have on the current quarter?

- What type of advertising and marketing, which is estimated to be 500k next quarter, does the company engage in? What is the source of the majority of direct sales leads by the Buddy sales team? Why are there not more case studies? Are there new case studies coming?

- Regarding the accounts receivable, are those from one customer or multiple? What has caused these delayed payments, what is being done about them, and can we expect this to be a recurring issue each quarter?

- Please elaborate on the delays at Ingram, Digicel, and Saskatchewan. When do you expect sales to be fully ramped up at these resellers? Given these delays, is the company planning to shift focus to direct sales?

- Since the ASX queries, has there been a change in the overall communication strategy or frequency of updates? Are they any plans adjust the communication strategy going forward?

- Thor appears to be a source of significant revenue for the Buddy. Why has the company not been able to duplicate this success with other potential Buddy Cloud Customers? Is the company actively trying to expand this part of the business?

- Regarding the recent announcement about the Thor expansion, can you elaborate on the revenue share as well as the expected overall revenue?

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thanks you DPR, much appreciated

BUD Price at posting: 9.8¢ Sentiment: Hold Disclosure: Held
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