3DP 1.64% 3.0¢ pointerra limited

Ann: Enterprise Sales & ACV Update, page-167

  1. 619 Posts.
    lightbulb Created with Sketch. 540
    All speculation (not advice) - A look at PointFuse

    We know that the Airovant (https://airovant.com/) acquisition was to a) Increase US manpower/footprint, b) speed up the sales cycle with utilities such as PG&E and c) Gain additional tech/expertise. We have also seen an increase in European customers for Pointerra, particularly in the AEC sector.

    Pointerra - March 2021 Quarter (Q3 FY21) Activities and Cash Flow Report
    https://hotcopper.com.au/data/attachments/3231/3231883-27853e2bae021559d5de5bb6c908dc1b.jpg

    I recently noticed some interaction between Pointerra staff and Leica on Linkedin.

    Leica Geosystems (https://leica-geosystems.com/)) is the geospatial division Hexagon (https://hexagon.com/) and both have Linkedin Pointerra connections between the management teams so maybe they are already working together. Leica Geosystems offer laser scanning/digital twins (https://leica-geosystems.com/en-in/industries/pure-surveying/get-inspired-to-grow-your-business/laser-scanning) and also have software that powers 3D modelling called Jetstream. Now if we can serve Leica Geo or more broadly Hexagon that gives Pointerra massive global exposure.

    'Hexagon is a global leader in sensor, software and autonomous solutions. We are putting data to work to boost efficiency, productivity, and quality across industrial, manufacturing, infrastructure, safety, and mobility applications. Our technologies are shaping urban and production ecosystems to become increasingly connected and autonomous — ensuring a scalable, sustainable future. Hexagon (Nasdaq Stockholm: HEXA B) has approximately 21,000 employees in 50 countries and net sales of approximately 3.8bn EUR.'

    PointFuse (partnered with Leica Geosystems)

    Pointfuse (UK) - 'Intuitive point cloud to 3D model software providing significant time and budget savings across all AEC workflows'
    Leica Geosystems recently (1/6/2021) mentioned their partnership with Pointfuse (which seems to actually have started in May 2020 https://pointfuse.com/pointfuse-and-leica-geosystems-announce-a-new-software-and-global-cooperation/).
    https://hotcopper.com.au/data/attachments/3231/3231881-e0f0858406095c6049dfa2066ea813f3.jpg

    https://blog.hexagongeosystems.com/pointfuse-powered-by-jetstream-a-fast-intuitive-way-to-work-with-reality-capture-technology/?&utm_medium=social&utm_source=linkedIn&utm_campaign=Global_EN_2021_TLS_HW_Social&utm_content=TLS_PointFusePPJ_Blog


    Possible Collaboration/Acquisition? - Rational:

    * The PointFuse director has two connections with Pointerra management on LinkedIn.
    * Currently uses software but perhaps the tech could be possibly deployed to the cloud with assistance from Pointerra? Pointfuse has developed a new version of Leicas software, called PointFuse, powered by JetStream, that provides users of Leica Geosystems solutions with a Scan-2-BIM workflow within the Leica Jetstream ecosystem. Taking its place within the Jetstream ecosystem, PointFuse, powered by JetStream, is configured with tailored profiles specifically for Leica Geosystems 3D laser scanners, including the Leica Geosystems LGS file format, to ensure best results first time round.
    * Gains more customers globally.


    vimeo.com/pointfuse





    Another point of interest - UK and US started formally working together on BIM:
    On the 25th of May a Memorandum of Understanding (MoU) was announced between representatives for the United Kingdom (UK) and the United States of America (US) cementing a pledge to work together on the development of the US National Building Information Management (BIM) Program.
    https://www.geospatialworld.net/news/uk-us-collaborate-to-improve-the-built-environment/

    Adam Matthews, Head of International at CDBB, said, “This partnership continues the global trend of knowledge sharing between countries that is accelerating and aligning the construction sector’s digitalization journey. It marks the culmination of two years of close joint working between the two countries – by working together to innovate the built environment we can create better outcomes for people and places.”


    I note that PointFuse has been previously mentioned in the Pointerra Forums by @jamesworrell and maybe some others I have missed.

    https://hotcopper.com.au/data/attachments/3231/3231890-2b3ecaeb9e465f809f948bf0fca2e37d.jpg


    Last edited by Jayze87: 02/06/21
 
watchlist Created with Sketch. Add 3DP (ASX) to my watchlist
(20min delay)
Last
3.0¢
Change
-0.001(1.64%)
Mkt cap ! $24.15M
Open High Low Value Volume
3.0¢ 3.0¢ 3.0¢ $6.211K 207.0K

Buyers (Bids)

No. Vol. Price($)
12 1796119 3.0¢
 

Sellers (Offers)

Price($) Vol. No.
3.1¢ 280737 2
View Market Depth
Last trade - 16.10pm 20/06/2024 (20 minute delay) ?
3DP (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.