I'll kick things off. For simplicity's sake lets take the...

I'll kick things off.

For simplicity's sake lets take the reported 6 month sales growth for IQBuds of 50% and assume that rate will continue. It's worth noting this growth rate occurred before marketing and bricks and mortar distribution channels were well established at the end of the Dec17 period! i.e. this is a VERY conservative growth rate projection IMO.

Let's also assume BOOST will sell at about the same rate starting now roughly mid way through H2-FY18. IMO this is also a conservative assumption given that:

• the market is bigger,
• demand is driven by need rather than want,
• distribution networks are now in place, and
• governments/insurers will pay for them!!

Then let's assume the LiveIQ's will also sell at the same rate starting roughly mid way through H1-FY19.
IMO this is also a conservative assumption given that:

• the market is bigger (more affordable!),
• it'll be the only wireless bud with active noise cancellation
• distribution networks are now in place, and
• advertising and brand awareness will be will established by year's end

Here's how the sales growth looks based on the conservative assumptions above:


Now if you want to add some blue sky to the above... Apple is predicted to sell around 26-28m Airpods in 2018.

How many LiveIQs might be sold in 2019? hmmm....

Simply assuming sales growth will remain flat is rather uninformed, wouldn't you agree @bruutz82?

Shorting now is a serious gamble IMO.