As I (im)patiently wait further news... here is my view of the global distribution timeline for BUD:
Global distribution of Ohms - anticipated timeline:
*Red = not distributing yet
*Yellow = commenced distribution, but not at full capacity
*Green = distributing at full capacity
*Information taken from the most recent 4C Report
I was unable to find information relating to Ingram Micro distribution in Canada - if anyone has any information on that, it would be appreciated.
The upcoming (April/May/June) 4C will reflect Digicel at full distribution capacity, but for most other regions we can little to no revenue IMO as distribution is only commencing (still expecting A$800k+ though! (60% increase on previous quarter)).
It is clear that by the Q1FY19 4C (due October this year) and the Q2FY19 4C (due January 2019) that we will all finally have an idea of whether or not BUD is going to disappoint/meet/exceed our expectations (based on the rate of revenue growth they can achieve quarter on quarter).
It will also be interesting if management reiterates previous forecasts of cash flow positive in FY19.
GLTAH
#roadto10,000Ohms
BUD Price at posting:
13.0¢ Sentiment: Buy Disclosure: Held