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Re: rodgranite post# 348

Thursday, 10/03/2019 7:20:00 AM

Thursday, October 03, 2019 7:20:00 AM

Post# of 1931
You are correct, its all coming together. So many shots on goal to hit 100mm in gross recurring revenues puts us at 1B market cap minimum ( maybe 1.2B using a 12x which is more the norm )

Then a buyout from a siemens / honeywell type co, as thats my end game for them and Russ did it before.

You are an oil guy I guess and can really bring a lot of knowledge to this board. I never thought of deep water oil rigs but it is an expensive and complex asset.

Whats your thought on the real # of oil n gas facilities they can sign and I assume a 120k per year US in recurring revenue at 350 per asset monitored.

also do you have any thoughts on the new 3d and real wear vr glasses in terms of additional fees or part of the entire bundled price?

FYI: I am an IT guy, I do data, analytics, cloud development and even assisted in the integration of a real time data capture process for all the hvac systems but its an internal system that does limited monitoring.

Thanks
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