we know its not a one off already as they hae a billion in back orders to ship to Walmart and Amazon and are increasing the installation rate every quarter.
But that only gets us to ethe breakeven small profit every year
what we need is mews about how they double to $500m by the end of 2020 as is their business strategy (until nest week). What customers inteh new markets are going to be their stepping stones. will they enter any other new markets not already announced? Plus how will Material Handing in US grow with newer cells - will they drop the list prices to reach smaller warehouses?
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