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thunder54

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27/10/15

19:55

Post #: 16266407
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Originally posted by Techmeister ↑

Here are some key messages from the Buddy roadshow:
1) All those clients on the right hand side of the page in the last presentation are under contract
2) All the rest are in discussion - but moving fast
3) The US state department is Dept of Transport - a gigantic client - with immense plans / budgets - including the roll-out of self driving cars; a drone management system...and much more besides
4) The other providers that Buddy plugs into (Splunk, SAP, Salesforce...) are incentivised to pitch Buddy to their clients - as this can only increase their own stickiness - so a great win/win - that provides an integrated sales effort
5) Buddy are in the midst of a 'land-grab' - the cash raise is to accelerate roll-out (chiefly via key hires) to reach all those sectors that are rapidly needing IoT solutions / needing extensions to the platform (new features, customisation etc)
7) Splunk has achieved an MC of $7.5 billion with a highly focussed proposition - Buddy has an arguably bigger addressable market - as it targets manufacturers / retailers / govts / airlines / banks / insurers / ...
8) The importance of having data storage in multiple markets is a very big deal - much of the data produced is deemed private / sensitive - and much of it comes under sovereign laws about both how and where it must be held - Buddy has a significant advantage in already having these global data centres (achieved via its relationship with Microsoft)
9) If all the clients listed in the page came good it is estimated at $20 million revenue per annum
10) To really understand the opportunity consider this - a manufacturer wants data on its products performance in market - the retailer who sells this product may also want a subset of this data - and govt may also want a subset to provide the public with access to key information - this data cycle is immense / multilayered / and has potentially multiple clips on the way through - and its all unfolding rapidly

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Knowing nothing about the internet of things, if I just throw $10k in it tomorrow on open for a lazy punt what kind of returns do you guess I could get in 6 months 1 year 2 years or 5 years?

POK Price at posting: 18.0¢ Sentiment: None Disclosure: Not Held
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0 Great analysis

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NEWSFLASH, page-10

Top Stories

Recce scores $6.75M R&D rebate

Cyclone signs MOU with Vale for development of Iron Bear play

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Tyranna wraps up lithium drilling in Angola; says looking for other projects with different metals

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Auric sniffs gold up to 12.1g/t through drilling at Spargoville prospects

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado