Ann: Market Update - COVID19, Operations and Outlook, page-184

What calculations are you basing your reality on?

Here's some extremely rough calculations, feel free to correct me. I'm not always right.

ACV reported at the end of April = 3.32M
ACV is (conservatively) likely to be around 3.62M+ by the end of July
Current annualised operating costs may be approx 3.3M (based on the last quarter)
Potentially looking at 0.3M+ cash flow positive per year?
Management potentially expects to be cash flow positive this quarter?
Pointerra has a very low cost business model?
Software cloud plays can command high P/E ratios?

Wisetech has a forward P/E ratio of 115+?
Altium has a forward P/E ratio of 65+?

Pointerra has had very reliable reported (and significant) ACV growth each quarter?
About 620M shares on issue?
Pointerra should be able to command a high P/E ratio?

Let's say Pointerra can command a P/E ratio of 80?

Potential earnings / current shares on issue * (P/E ratio) = (0.3M/620M)*80 = 0.039

That's 3.9c?

Shock! Horror! Is that not exactly what the market currently values Pointerra at?

Maybe the share price is actually quite fairly priced and you haven't put in enough work?

Perhaps the share price is not disconnected with reality? Perhaps your calculations are?