RE:New info that stood out to me.....I think maybe you should relisten to the presentation around the 13.30 mark.
What Jim says is that in their budget predictions of 2023 that they budgeted for 40 units to be sold at the end of 2024. Their actual sales are going to be just under 100 . So if you accept there were sales last year ; here's something from November 11 , 2023....
: Reported thirty-nine (39) commercial sales for McCoy's Flush Mount Spider (FMS) and twenty-three (23) additional tools scheduled for delivery in early 2024. With a growing number of tools delivered in the fourth quarter and coming months, we expect the increased exposure with operators will showcase the benefits of McCoy's FMS, and in turn, further accelerate adoption in the year ahead.
Actual sales aren't going to triple!!!!!!
You got the info about the 3 field trials correct and 2025 commercialization.
Now, as to margins , they have raised prices twice as they don't see the need to let their customers receive all the benefit of the cost savings. They want some of those savings.
What you missed was a comment about maybe becoming the PASON of tubular running services with the data services.