Natural progression of events...
With UUU's expanded supply and ability to increase direct selling to the public through a new relationship with a major home improvement store, I think it is apt to re-examine what the growth strategy for UUU consists of.
I don't think it's reckless to assume that UUU is trying to directly compete with UTX's Kidde market. Right now, Kidde sells at all the major retailers including Walmart, Target, Home Depot and Lowe's among others. I'm not sure the exact valuation of UTX's fire safety division, but it's at least a couple billion.
UUU now as I see it has, as a small company, strategically positioned themselves to aggressively compete at various price points, which is likely why they are being offered retail space at a major home improvement store (likely home depot).
We may soon find out other major retailers are going to stock UUU's products. Considering that the opportunity is now to take advantage of new CO1 legislation, there is huge growth opportunity ahead if we pursue the retail market - ESPECIALLY considering UUU has also strategically positioned themselves to begin competing in the commercial market with their conduit acquisition.
It will be interesting to see how much of the retail market UUU can capture from UTX.
Dave