RE:RE:Market Expectationsgaiter4ever wrote:
the move from MBE to multiple distributors means we have moved from big ticket "sexy" announcements, such as $13M orders to smaller more incremental sales. The benefit in the short term is that the initial MBE deal was for Australia, all these US announcements most likely wouldn't have happened for another couple of years. the other benefit is that we have de-risked the company from a client concentration standpoint. We now are direct with multiple distributors around the world instead of dealing solely with Benz, which keeps us in control of margins and revenue. the reality of the situation is that we have been singing up lots of great distributors with immediate product deliveries, those revenues won't be showing up until Q4 but they will be coming. I wouldn't be surprised to see revenues far exceeding the 13M from the initial MBE deal.
Thanks for this, very much appreciate your perspective and agree with this assessement.