3DP - Upcoming 4C Quarterly Predictions, page-15

It's an interesting one.

An alternative point of view might be that the market isn't buying into the playbook of previous quarters - being the enthuisiastic pump into the quarterly followed by the disappointing selldown/profit-taking post-release - not because they are necessarily anticipating a poor quarterly, just because they are taking a once bitten, wait and see approach. Patient holders aren't alone in looking for it to establish a new level - higher high - and hold it.

We are now back at the November placement level just in time for the quarterly. Coincidence? Or nicely played?

Could be wrong, but don't think Ian would forecast baseline $500k quarterlies without reaonable expectation of achieving it. Given the long sales cycle at enterprise level, he must have good visibility at least six months ahead re incoming. Even though it's been clearly explained why receipts can and may be lumpy, it's a fairly modest target, no reason to set it up to fail.

We didn't get a mid-cycle Enterprise Sales update to tide us over Christmas/NY period, and haven't seen a Data Points Hosted update since the last quarterly. Thanks to Glutenfree, we know there is a lot happening on the ground. Keeping the powder dry? That said, it would seem there haven't been any significant individual enterprise sales/upgrades or they would've been announced. Then again, maybe they are still being worked on, and close to being announced?

In terms of market cap and near-term growth potential, it seems 3DP and the likes of say, K2F, are under-appreciated compared to some other recent SaaS offerings.

In 3DP's case, the company is no longer a plain vanilla SaaS opportunity. It has multiple layers of sophisticated high-demand "as a service" revenue streams being generated from a diverse global client base operating in a strong market macro trend. The raise was primarily to pursue accelerated sales and product development based on the size of the underlying sales pipeline.

Personally, am looking forward to no longer having to say, it's only a matter of time...