The potential is enormous. In healthcare, I don't know the situation in rural areas in the US, but even here we see a lack in daily care for the elderly people. It's about time (capacity) and money. We have polish people here to work in this area, as we are facing a dramatic lack of willingness among young people to join those jobs. This statement can be easily transferred to many other areas.
Drone racing could be a big market, but I see that as a niche.
The big thing is the enterprise sector.
- Logistics; the DHL/Bechtle trials are proven. 25% efficiency increase, significant decrease in failure rates.
Looking at Amazon; they have one dozen plants in Germany on a footprint like Florida. Each of them is increasing the workforce by 50-100% six weeks before Christmas. Huge efforts are being made every year, as we have (thanks god) a low unemployment rate in combination with the lack of skilled people.
- Field service; watch the Lee Company example. Self explaining, and not just in the wild wild west of the USA. Traveling time and expenses could be reduced dramatically.
- Manufacturing; look at Airbus, here in Germany. They tested AR in the wiring harness assembly, with extraordinary results. Same here, time and failure rate +workers satisfaction.
Many other trials were executed of the past 5 years.
The forecasted demand for these technologies is breathtaking. Let's talk about 2, probably 5% market share, what I would assume is realistic. This would lead to sales from 250 mn. up to 1.x bn.
On the other hand, the company is facing serious problems, among others the size of the company.
But why the heck are Intel and GE in the house? We have a saying here-- no smoke without a fire.
Great Sunday for you folks.
