february 15th |
4.8 |
Jump to 30.48 |
|
|
2022 we're back |
5.64 |
Jump to 33.0 |
|
|
multi-billion dollar market |
2.401 |
Jump to 58.879 |
|
|
70 |
3.76 |
Jump to 108.96 |
|
|
you're getting another 10 000 patients |
5.601 |
Jump to 224.239 |
|
|
you expand 10 000 which is which is very |
4.16 |
Jump to 233.76 |
|
|
yeah so january 1st 2022 |
5.2 |
Jump to 248.959 |
|
|
uh medicare introduced five new billing |
4.32 |
Jump to 251.68 |
|
|
bring in another 20 million patients to |
5.119 |
Jump to 299.36 |
CARDINAL
another 20 million
|
|
we have always talked about having 37 |
4.0 |
Jump to 304.479 |
|
|
million chronic disease patients who |
3.919 |
Jump to 306.72 |
|
|
have two or more chronic conditions as |
4.801 |
Jump to 308.479 |
|
|
20 million patients and not only expands |
4.56 |
Jump to 317.919 |
|
|
it it opens up you have 20 million more |
5.681 |
Jump to 351.199 |
|
|
originally was 37 million now it's |
5.36 |
Jump to 356.88 |
|
|
another almost 60 million yeah so almost |
5.039 |
Jump to 359.44 |
|
|
60 million let's just say 57 i don't |
4.48 |
Jump to 362.24 |
|
|
so 57 million you know you know okay so |
6.0 |
Jump to 366.72 |
|
|
57 million potential population uh i |
4.559 |
Jump to 369.36 |
|
|
second but okay 57 million is |
5.521 |
Jump to 378.639 |
|
|
when we started in 2018 and there was a |
4.399 |
Jump to 460.24 |
|
|
brand new billing code from medicare one |
3.36 |
Jump to 462.8 |
|
|
there's 23 billing codes that clinicians |
4.961 |
Jump to 469.039 |
|
|
and when we started in 2018 there was |
3.761 |
Jump to 504.639 |
|
|
that one billing code it was only worth |
4.56 |
Jump to 506.8 |
|
|
about 59 per patient per month now with |
5.119 |
Jump to 508.4 |
|
|
clinicians are making well over 500 per |
4.64 |
Jump to 513.519 |
|
|
if medicare puts in a a million dollars |
3.68 |
Jump to 670.0 |
|
|
they're going to say you know 18 million |
3.12 |
Jump to 672.0 |
|
|
first of all you have medicare which |
3.839 |
Jump to 736.0 |
|
|
fifty dollars a month or whatever is a |
3.919 |
Jump to 758.48 |
|
|
hundred dollars a month in this remote |
3.839 |
Jump to 760.0 |
|
|
you know let's call it a thousand |
2.961 |
Jump to 763.839 |
|
|
fifteen hundred a year |
4.319 |
Jump to 765.2 |
|
|
know 50 000 whatever it is could be a |
3.6 |
Jump to 771.12 |
|
|
couple hundred thousand an emergency |
3.279 |
Jump to 772.8 |
CARDINAL
couple hundred thousand
|
|
seven figures a year you know million a |
4.481 |
Jump to 821.279 |
DATE
seven figures a year
|
|
million plus a year in extra income |
5.039 |
Jump to 823.36 |
|
|
but this year 2022. lisa what is the |
5.76 |
Jump to 861.12 |
|
|
theme for 2022 for relic let's let's get |
4.32 |
Jump to 863.68 |
|
|
start to see growth in the second half |
3.839 |
Jump to 873.44 |
|
|
extent first few months of this year but |
4.24 |
Jump to 892.959 |
DATE
first few months of this year
|
|
ultimately will add 500 000 patients or |
4.719 |
Jump to 913.36 |
|
|
360 million a year |
4.401 |
Jump to 915.839 |
|
|
finish line 360 million dollars |
5.601 |
Jump to 924.399 |
MONEY
360 million dollars
|
|
50 000 patients a year that we're |
3.36 |
Jump to 930.0 |
|
|
they have 500 000 patients you know |
3.44 |
Jump to 933.36 |
|
|
adding 500 000 patients to the platform |
4.639 |
Jump to 940.88 |
|
|
translates to 360 million a year in new |
4.56 |
Jump to 943.04 |
|
|
having a multi-billion dollar fortune |
6.24 |
Jump to 966.8 |
|
|
500 you know 4200 company who's very |
4.961 |
Jump to 969.519 |
|
|
somebody says hey we've got 100 000 |
4.64 |
Jump to 1057.84 |
|
|
know hired in the first place but i will |
3.6 |
Jump to 1077.84 |
|
|
multi-billion dollar multinational and |
4.24 |
Jump to 1110.16 |
|
|
okay lisa i'm gonna ask two last |
3.519 |
Jump to 1132.16 |
|
|
we're certainly over that two million a |
5.919 |
Jump to 1160.88 |
|
|
month run rate at which we ended uh 2021 |
6.081 |
Jump to 1162.559 |
|
|
you know month or two delay depending on |
4.56 |
Jump to 1176.08 |
|
|
certainly think that you know one thing |
3.28 |
Jump to 1185.84 |
|
|
one month but you know we this is part |
4.4 |
Jump to 1211.12 |
|
|
know one month the revenue isn't what |
4.319 |
Jump to 1219.36 |
|
|
2021 the first half of the year with |
5.441 |
Jump to 1268.559 |
DATE
2021 the first half of the year
|
|
essentially let's call it a 25 30 |
4.481 |
Jump to 1319.919 |
|
|
million a year run rate |
4.399 |
Jump to 1322.64 |
|
|
2022 with |
3.12 |
Jump to 1327.919 |
|
|
forecasted 40 million in revenues 40 40 |
4.16 |
Jump to 1332.96 |
|
|
million |
3.68 |
Jump to 1335.76 |
|
|
okay so 40 million in revenues |
4.16 |
Jump to 1337.12 |
|
|
40 something i think whatever yes i mean |
5.439 |
Jump to 1346.24 |
|
|
you know approaching you know two |
4.159 |
Jump to 1366.88 |
|
|
billion dollars that's like uh |
3.921 |
Jump to 1368.559 |
|
|
how much is that is that ten dollars a |
4.801 |
Jump to 1371.039 |
|
|
share i think it's ten dollars |
3.36 |
Jump to 1372.48 |
|
|
about right yeah so ten bucks a share so |
4.56 |
Jump to 1380.96 |
|
|
the upside really is is like 10 bucks |
5.92 |
Jump to 1382.72 |
|
|
uh if you do the 40 million revenues um |
4.96 |
Jump to 1385.52 |
|
|
that this is a done deal the 40 million |
3.281 |
Jump to 1395.039 |
|
|
knew that this 40 million is a done deal |
4.0 |
Jump to 1398.32 |
|
|
know six dollars |
2.88 |
Jump to 1402.32 |
|
|
three o'clock today |
4.24 |
Jump to 1405.2 |
|
|
yeah so yeah so things for 22 i mean |
4.321 |
Jump to 1498.159 |
|
|
that 40 million happening okay let's see |
3.041 |
Jump to 1513.039 |
|
|
the industry have a one-year roll date |
4.321 |
Jump to 1523.919 |
|
|
i'm not sure what you mean by the one |
3.36 |
Jump to 1533.84 |
|
|
billing code over a one-year time frame |
4.16 |
Jump to 1547.6 |
|
|
practices over the last you know five to |
3.041 |
Jump to 1561.679 |
|
|
ten years with the accountable care |
4.08 |
Jump to 1563.44 |
|
|
accurate so we left it in one thing but |
3.68 |
Jump to 1640.64 |
|
|
know 2021 |
3.6 |
Jump to 1650.24 |
|
|
hardware revenue you know in the second |
4.479 |
Jump to 1656.32 |
|
|
right up until the second half of last |
3.681 |
Jump to 1666.799 |
DATE
the second half of last
|
|
generally a one-time thing to clients |
5.28 |
Jump to 1670.48 |
|
|
a one-time purchase and you know it |
4.0 |
Jump to 1721.52 |
|
|
one-time hardware sales it's that |
5.041 |
Jump to 1740.799 |
|
|
announced this is the big one this is |
2.319 |
Jump to 1761.36 |
|
|
one is is definitely in that category |
3.68 |
Jump to 1769.84 |
|
|
profit margins are 75 |
5.2 |
Jump to 1813.76 |
|
|
and our ebitda margins uh will be 45 |
5.439 |
Jump to 1815.84 |
|
|
multiples in the space are 5 to 30 times |
4.16 |
Jump to 1838.399 |
|
|
so 30 times or or more when revenues 30 |
6.401 |
Jump to 1849.039 |
|
|
company does 40 million |
4.321 |
Jump to 1908.159 |
|
|
40 million revenues 2022 |
4.16 |
Jump to 1910.08 |
MONEY
40 million revenues 2022
|
|
that uh you know 40 million revenues or |
4.88 |
Jump to 1919.679 |
|
|
more or you know 50. we've because we've |
3.681 |
Jump to 1922.159 |
|
|
the one before this that flashed up |
3.921 |
Jump to 1946.799 |
|
|
you want to do let's do one at a time |
2.64 |
Jump to 1949.6 |
|
|
board in the last two weeks of june |
3.279 |
Jump to 1976.88 |
|
|
2022 annually and you know i think one |
4.96 |
Jump to 2068.399 |
|
|
okay so yeah two more two more questions |
4.079 |
Jump to 2094.0 |
|
|
one-offs now hardware purchases are |
4.72 |
Jump to 2174.56 |
|
|
in you know the last six months of last |
4.8 |
Jump to 2184.96 |
DATE
the last six months of last
|
|
less than 20 of our revenues and but |
4.16 |
Jump to 2196.4 |
|
|
you know the next uh let's call it four |
4.48 |
Jump to 2253.599 |
|
|
to six weeks what what |
3.52 |
Jump to 2255.839 |
|
|
what's what's coming up the next four to |
3.28 |
Jump to 2265.839 |
|
|
six weeks that people could look forward |
2.96 |
Jump to 2267.76 |
|
|
about going four to six weeks with no |
3.36 |
Jump to 2321.92 |
|
|
we're expecting 40 million revenues to |
3.28 |
Jump to 2353.76 |
|
|
see our company's doing 2 million run |
2.96 |
Jump to 2355.44 |
|
|
february 15th |
5.72 |
Jump to 2476.48 |
|
|
companies which have three things in |
2.959 |
Jump to 2508.88 |
|
|
multi-billion dollar market |
2.48 |
Jump to 2511.839 |
|
|
uh nine stocks in the last you know 18 |
4.721 |
Jump to 2523.839 |
|
|
eleven hundred percent and five thousand |
4.4 |
Jump to 2528.56 |
PERCENT
eleven hundred percent
|
|
percent so 10x to 50 x |
4.479 |
Jump to 2530.64 |
|
|
10 bagger stocks |
4.0 |
Jump to 2539.2 |
|
|
clearance as we speak to build the 120 |
6.561 |
Jump to 2585.359 |
|
|
there's close to 800 million people |
6.96 |
Jump to 2639.04 |
|
|
just the assumption that 50 |
4.881 |
Jump to 2651.119 |
|
|
opportunity there's one billion people |
5.04 |
Jump to 2661.92 |
|
|
network so there's one billion of those |
5.6 |
Jump to 2674.4 |
|
|
still not connected in those two |
3.76 |
Jump to 2677.44 |
|
|
so you have eight hundred thousand |
5.2 |
Jump to 2681.2 |
CARDINAL
eight hundred thousand
|
|
people uh a thousand million people |
7.041 |
Jump to 2683.599 |
CARDINAL
a thousand million
|
|
fifty percent of them |
4.479 |
Jump to 2690.64 |
|
|
and then divide them by on average five |
5.921 |
Jump to 2695.119 |
|
|
thousand people per village |
6.321 |
Jump to 2698.079 |
|
|
is driving two thousand dollars of |
5.439 |
Jump to 2704.4 |
MONEY
two thousand dollars
|
|
just in those two uh continent of close |
7.04 |
Jump to 2714.88 |
|
|
to 2 billion in revenue potential |
7.2 |
Jump to 2718.24 |
|
|
so it's amazing it's close to 80 000 |
6.32 |
Jump to 2725.44 |
|
|
potentially ten thousand |
5.12 |
Jump to 2786.56 |
|
|
towers or the ten thousand site the ten |
4.879 |
Jump to 2788.96 |
|
|
thousand site jack is the objective of |
6.08 |
Jump to 2791.68 |
|
|
committed twenty close to twenty five |
4.48 |
Jump to 2797.76 |
|
|
hundred sites okay i think okay so i |
4.48 |
Jump to 2799.839 |
|
|
think the number was 24.92 again i don't |
3.599 |
Jump to 2802.24 |
|
|
exaggeration so it's 24.92 |
5.441 |
Jump to 2805.839 |
|
|
000 |
2.72 |
Jump to 2815.2 |
|
|
accounts for a 25 24 25 percent |
7.2 |
Jump to 2836.96 |
|
|
achieving 45 |
4.401 |
Jump to 2853.599 |
|
|
for cameroon is 2.67 |
7.76 |
Jump to 2885.839 |
|
|
so we are at one dollar now so |
9.2 |
Jump to 2889.359 |
|
|
45 penetration rate and 2.67 |
7.281 |
Jump to 2893.599 |
|
|
average revenue per site up to four |
4.64 |
Jump to 2900.88 |
|
|
thousand dollars something like this but |
5.76 |
Jump to 2903.359 |
|
|
for something on average around two |
5.521 |
Jump to 2909.119 |
|
|
thousand dollar per site per month okay |
5.281 |
Jump to 2911.599 |
|
|
right now if we aim to do the 10 000 |
6.32 |
Jump to 2916.88 |
|
|
site we will be a 250 million dollar |
4.24 |
Jump to 2920.079 |
|
|
uh we will be generating 50 percent |
6.161 |
Jump to 2931.359 |
|
|
ebitda so 125 million dollar |
5.76 |
Jump to 2933.839 |
|
|
trade between eight and 29 times ebitda |
6.48 |
Jump to 2953.76 |
CARDINAL
between eight and 29
|
|
so we do not think that we will be at 29 |
4.64 |
Jump to 2960.24 |
|
|
which is eight eight times 125 so we're |
6.0 |
Jump to 2964.88 |
|
|
close to a billion dollar valuation once |
5.201 |
Jump to 2968.319 |
|
|
really once you have these 10 000 towers |
3.841 |
Jump to 3004.079 |
|
|
company is worth a billion dollars um |
4.64 |
Jump to 3009.76 |
|
|
32 million 32 million shares outstanding |
6.159 |
Jump to 3015.68 |
|
|
trading at the dollar 30 something cents |
6.56 |
Jump to 3018.559 |
|
|
we have a market cap of 44 million i |
4.0 |
Jump to 3025.119 |
|
|
few years so let's say you get to 50 |
4.96 |
Jump to 3033.119 |
|
|
million shares at a billion valuation |
5.44 |
Jump to 3035.2 |
|
|
that's 20 bucks a share is is the upside |
4.161 |
Jump to 3038.079 |
|
|
those infrastructure 75 |
5.199 |
Jump to 3062.4 |
|
|
upset essentially is 20 is 20 bucks a |
4.879 |
Jump to 3095.2 |
|
|
share once you get these 10 000 powers |
4.56 |
Jump to 3097.44 |
|
|
rand store because that's the 10 000 is |
4.8 |
Jump to 3102.0 |
|
|
by 20 the next three years four years no |
5.92 |
Jump to 3114.72 |
DATE
the next three years four years
|
|
it's fine it's a five year plan by 2026 |
5.52 |
Jump to 3117.839 |
|
|
we should be around 10 000 site but |
4.959 |
Jump to 3120.64 |
|
|
80 000 tower so |
6.24 |
Jump to 3136.24 |
|
|
it will mean that we get uh 15 17 of the |
7.679 |
Jump to 3138.4 |
|
|
total scope let's say we do 30 |
6.16 |
Jump to 3142.48 |
|
|
so we would then be close to 25 000 |
5.361 |
Jump to 3146.079 |
|
|
set an objective of 10 000 but of course |
6.24 |
Jump to 3151.44 |
|
|
vodafone orange airtel the big four in |
7.2 |
Jump to 3164.72 |
|
|
is the stock only a dollar or 30 and not |
4.56 |
Jump to 3225.2 |
|
|
you know 10 bucks right now i guess |
4.881 |
Jump to 3227.839 |
|
|
because people are not 100 certain that |
4.64 |
Jump to 3229.76 |
|
|
your news in uh the three markets that |
5.28 |
Jump to 3249.76 |
|
|
many kind there's 80 countries in africa |
3.36 |
Jump to 3267.44 |
|
|
i think there's like 80 countries i know |
3.92 |
Jump to 3268.96 |
|
|
i think it's 56 if you're there's a lot |
4.4 |
Jump to 3270.8 |
|
|
billion population um huge opportunity |
5.52 |
Jump to 3276.72 |
|
|
with uh orange is the the 2500 powers |
7.12 |
Jump to 3287.52 |
|
|
away it's uh 57 |
6.641 |
Jump to 3300.319 |
|
|
as nas but we also have seven more uh |
5.681 |
Jump to 3303.359 |
|
|
you know 100 towers this week |
3.841 |
Jump to 3354.799 |
|
|
then this you know uh 2500 towers which |
6.319 |
Jump to 3360.48 |
|
|
um around just 5 million |
6.24 |
Jump to 3369.52 |
|
|
uh per month so let's call it 60 million |
4.879 |
Jump to 3372.48 |
|
|
600 million |
4.079 |
Jump to 3379.52 |
|
|
still it's 20 bucks a share |
6.321 |
Jump to 3385.839 |
|
|
first of all part of the contract that |
4.0 |
Jump to 3423.28 |
|
|
mtn for the three countries we have a a |
8.4 |
Jump to 3427.28 |
|
|
of the contract so it's 10 years |
3.84 |
Jump to 3435.68 |
|
|
six years |
4.4 |
Jump to 3474.48 |
|
|
drc five and south sudan will be seven |
6.161 |
Jump to 3475.839 |
|
|
eight this is how the contract is built |
5.679 |
Jump to 3478.88 |
|
|
after the 10 years so there are debates |
5.6 |
Jump to 3505.04 |
|
|
i don't know 200 300 400 site live |
6.799 |
Jump to 3522.0 |
|
|
10 years is |
2.879 |
Jump to 3542.72 |
|
|
in the contract to move to 3g |
4.96 |
Jump to 3549.2 |
|
|
potentially 4g i doubt that you will see |
5.599 |
Jump to 3551.52 |
|
|
5g in those regions but |
5.84 |
Jump to 3554.16 |
|
|
side to run on 3g and 4g |
5.52 |
Jump to 3570.079 |
|
|
planning trials of 3g and 4g this summer |
5.44 |
Jump to 3587.76 |
|
|
being populated with 3g on top of the |
2.96 |
Jump to 3597.52 |
|
|
because we just launched our 2g 3g 4g |
4.0 |
Jump to 3602.72 |
|
|
that allow us to switch remotely from 2g |
6.96 |
Jump to 3606.72 |
|
|
to 3g to 4g which is fantastically cool |
4.56 |
Jump to 3610.559 |
|
|
because 2g is not as |
4.72 |
Jump to 3629.599 |
|
|
3g is uh the definite 3dg and 4g are |
6.72 |
Jump to 3640.48 |
|
|
definitely in force in latin america 2g |
5.361 |
Jump to 3644.319 |
|
|
telephony and so forth so that's why 2g |
5.52 |
Jump to 3664.559 |
|
|
tower in 10 years or whatever it is like |
3.52 |
Jump to 3682.319 |
|
|
gonna be the this is you know 10 years |
3.121 |
Jump to 3741.359 |
|
|
five years from now the company might |
2.8 |
Jump to 3754.64 |
|
|
what happens 10 years from now because |
3.121 |
Jump to 3774.079 |
|
|
three years and francis correct me if |
3.919 |
Jump to 3777.2 |
|
|
i'm wrong but let's say two three years |
4.08 |
Jump to 3779.039 |
|
|
nine years you're gonna have you may |
2.4 |
Jump to 3789.76 |
|
|
20 000 sites which have that you know so |
3.919 |
Jump to 3792.16 |
|
|
us 58 towers |
5.04 |
Jump to 3865.44 |
|
|
structure 2000 |
4.8 |
Jump to 3884.559 |
|
|
you know the towers is just one part of |
4.08 |
Jump to 3923.039 |
|
|
great companies they start off with one |
4.801 |
Jump to 3927.119 |
|
|
in one area but then they expand they |
4.559 |
Jump to 3929.28 |
|
|
uh first of all for ourself we're |
5.28 |
Jump to 3948.079 |
|
|
such service first |
3.601 |
Jump to 3965.119 |
|
|
second thing you will have team on the |
3.04 |
Jump to 3966.96 |
|
|
there you're you're you're first and |
5.52 |
Jump to 4038.799 |
|
|
being first you can expand on a lot of |
4.88 |
Jump to 4041.52 |
|
|
first of all how many other |
2.64 |
Jump to 4061.52 |
|
|
where you have no roads or almost zero |
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opportunity you know 20 years ago china |
4.241 |
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the one on the left hand side where it |
5.28 |
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to build a 120 site each okay which are |
6.24 |
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considered batch one for both countries |
6.32 |
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cameroon we've been able to deliver 30 |
5.92 |
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sites uh 30 site in the last month |
6.08 |
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so it's me it means that 120 side could |
6.161 |
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team on the ground we can build a 120 |
5.52 |
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site within four months |
4.56 |
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building a tower takes three days |
5.121 |
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it's not two weeks it takes three days |
5.681 |
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site one two three four five park and |
3.44 |
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we have three subcontractors selected |
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only one of them have been uh |
3.84 |
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end of 2023 2024 in smaller countries i |
4.881 |
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let's call it i don't know 200 million |
3.92 |
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know 100 billion dollar market cap so |
3.2 |
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bidding on with mtn but the previous one |
6.72 |
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ihs and american tower the two of them |
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and one of the reason being that most of |
4.64 |
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and uh having a market cap around 200 |
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250 then why not nasdaq |
4.72 |
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3.5 million dollar u.s you're kidding i |
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first 120 sites uh |
4.879 |
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they have the first right of refusal of |
5.44 |
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where four million dollars as lead |
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MONEY
four million dollars
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telecom show in two weeks |
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one that will succeed us and we have |
4.96 |
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a lot of room for the two of us if not |
4.48 |
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at a third one or something like this |
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one web if i recalculate something like |
3.44 |
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because it's a 10 watt output power the |
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put those products close to a 20 watt |
4.56 |
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uh solution but in those places a 10 |
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the team on a 20 watt version and we do |
6.4 |
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you know potentially a 20 stock price |
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you have with orange to get the 2500 |
3.12 |
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uh which could generate you know five |
4.24 |
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million a month it's you know 60 million |
4.56 |
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basically translates to 20 bucks a share |
5.36 |
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kind of move closer to you know that 20 |
5.76 |
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for the one that we have served until |
6.48 |
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okay but yes the one that we've started |
5.44 |
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see from new rand in the next 30 days |
3.759 |
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from the 28th of february to the 3rd of |
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DATE
the 28th of february
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pace there and we will get this 10 000 |
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on the next one |
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