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Ann: Wesfarmers Group business Decipher integrates 3DP Technology, page-46

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  1. Psalty
    3,293 Posts.
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    27/05/19
    16:30
    Post #: 38764586
    I agree with all your comments, except for the "massive capex".
    IMHO there is little capex required, they use AWS for the cloud storage and don't do the actual LIDAR scanning.
    This where they differ from NEA who had to develop the camera and keep doing the scanning.
    3DP Price at posting: 4.3¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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