BioCloud salesTo add to some of the comments here... this is my PoV in how I see this playing out thanks to some comments Paul made when asked about BioCloud sales and the fact they wouldn't forecast and commented in addressable markets. it just adds up based on what I've seen in other investments and makes sense to me. Opinions welcome.
1) We uplist, almost 100% certainly do an offering and get 2-3 analysts covering that were part of the offering... maybe across both TSX and Nasdaq.
2) As sales start to get announced either before or after the uplisting... I expect these analysts start to calculate total addressable market... ie. say first sale is restaurant industry.... then corporate real-estate, followed by trains, then buses, etc...
3) Analysts start to build models against total addressable market and sales potential based on each use case and likely discounted sales forecasts and potentially cross-sell opportunities with core business.
4) As sales grow geographically, these models will adjust over time.
again this is the long game not the day flippers or buy this week and sell next week game but I think this all starts coming together over Q1 2021 and with the offering (hopefully at a premium to today's price but they get warrants), we got some strong analyst coverage and following on both the TSX and Nasdaq.
Then it will all come down to execution!
Anyhow those are my thoughts, comments welcome.