Each to their ownbut my focus is the message and not the method of delivery. The following are some of the take aways I gathered from the interview.
They mentioned a text from Tokyo. Just another confirmation of Disney Japan even though there has not been an official announcement
Evans mentions a half dozen or maybe even dozens of customers have come back to buy more. Right away I think of schools, hospitals or maybe even manufacturing.
He said they have 3 major international fortune 100 type companies now as customers with multiple customers around the world. We pretty much know Disney Japan and probably the Sphere in Europe of which they have already broken ground. I cant guess the third but he did say we now have multiple customers in each segment.
He also said that the SP is very undervalued and that this is a great buying opportunity.
He said the Sphere is a cookie cutter venue that can be built in different sizes;. They could be made to fit maybe 5000 people or 25000 people. The point is we will be there to cash in.
They are looking at doubling manufacturing for supply of towers and equipment and can see even 4x that in the next 8 to 12 months to meet demand.
Because they have perfected their technology it is now a simple self managing out of the box plug in easy to set up product and easy to sell. That is why they are looking at scaling with partners that have already established their own markets.
He reiterated at the end to get on board as the rocket ride is coming. Each to his own but I believe him.
On each one of these interviews Peter has given hints as to what is coming. I know that these are not the most visual or prominent videos that do not catch a large audience but I like to think that Peter knows a lot of us longs are savvy to these videos and it is a heads up for us long term investors.