Friday, November 01, 2019 11:38:39 AM
Lots of talk about more wind farms being developed so the marker will keep growing and as the last pr state dthey are expanding their Euro coverage for wind farms.
Do you have nay idea what the cost is to do a drone inspection and data AI analysis.
What I have read regarding the old /non mCloud way requires the stopping of the windmill and sending teams of humans up on scalfoldings hundreds of feet in the air to manually inspect each blade. This is very costly in terms of human capital, loss of revenue with windmill turned off and then add the potential danger to employees and I thinking 50k per inspection.
So many paths to reach 100m in recurring revenue. Lately however I am thinking they could trade at 200 market cap when the have just 100k asset care assets under contract.
35mm in reccuring rev autopro rev of 30m
35 x 5 = 175m + 30 x 1 (autopro rev ) = 205
Chantal mentioned 500k units to reach 1 billion, I see SaaS cloud recurring rev co's trading in the 12's now.
500k x 350 = 175m x 6, 7, 8 or 10 are all way over 1 billion, she is being conservative.
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