GREY:XEBEQ - Post by User
Comment by
kulewateron Jul 07, 2021 9:12pm
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Post# 33510136
RE:BGX opportunity - inefficient markets?
RE:BGX opportunity - inefficient markets? To put a finer point on it.. each unit will likely carry a $60K service run-rate per year. This is recurring revenue. Not including actual operations and maintaince of the units.
2040 units x $60K = $122M per year in recurring revenue. Potential is there.
30% capture of market over time is $3.8B CDN (2,040 BGX units) in potential revenues (not including service support contracts)
Analysts arent fortune tellers. If you understand leverage and economonies of scale you will appreciate the rollup strategy being executed to a TEE by the XBC team.
For all you 80s kids.. think of the Constructicons. And then remember Devastator. ;)