New Indicitive Timetable, page-29

Brief comparison of 1Page and Buddy:

1Page ,
Unique tech, high barriers to entry, few competitors, top management

July15 Qtr revenue, $221,000.
MCap = $640m

http://www.asx.com.au/asxpdf/20150831/pdf/430z03dg0ywlz4.pdf
https://au.finance.yahoo.com/q?s=1PG.AX
Why?
Perhaps it's because the Big-names Contracts and Revenues coming in?
$2m? $4m? in coming qtrs?
No idea.

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( IPO price 20c, debut 35's, i thought sp was expensive then; did not invest;
A few more weeks later, sp $1, again thought it was expensive;
now $4.55, i still think it is expensive; sour grape?=)
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Buddy,
Unique tech, high barriers to entry, few competitors, top management.

A few deals, a few millions revenues, more in pipelines.
MCap $200m? or 300m?
A few weeks ago, sp was 12c, many thought it was expensive;
Today 22c, some says it is expensive?
Is it?
Let's find out in a few weeks.

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Thanks to coppertop1 and deejay :
15909285

"If we look at Buddy's volume chart.
They are estimating that two clients “US State Government Department” and an “International Airline” could generate enough volume to achieve Milestone One. At least this is how I am reading the chart.
$1M at the absolute minimum per year for two clients...
Say no more.
Great post and calculations Deejay...

(see post for more 'data' on Familiar Clients list)

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15909285

Coppertop1 :
Q&A with CEO

Question:
Is it it true there is a big shift going on 2015 - in as much medium/big business is no longer just talking about the cloud but has now started buying cloud and moving their data into it? And if so - how well positioned is Buddy to ride this wave and in particular position itself for IoT? ie = how much of a point-of-difference can you offer?

Answer:

(part 1)
........

(part 2)

So… how is Buddy positioned?
Well, we’re obviously very pleased with what we’ve built and believe we have a prominent role to play. Exactly how prominent we’ll leave to investors to decide once we’re able to share more data on the business.

But what I would leave you with is that in order to compete in this space, there are two problem axes that solutions need to address
– the volume of IoT data, yes, but also the velocity.
Building a system that can accommodate not just large volumes of data, but large velocities of data is key to success in this space, and that’s what we’ve built at Buddy.

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Quote of the month:

"If Data is money, then Buddy is the Bank"

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btw
@Acca
good to see you here