I'll be back once the team ticks a few boxes!
I was pretty surprised with a net cash outflow and receipts well below $1m (~$4m USD ACV in late August). I'm also a bit stumped with PG&E's contract size as I was expecting at least $60k p.m. and it was well below that. I'm happy to pay for growth and re-ratings but it might be a bit tough given the landscape and the current pipeline. I don't think people consider how long it takes from PoC to full scale agreements. No mention of MBL and lack of progress on the other pre-existing opportunities from January - June 2020 surprised to the downside.
Headline ACV was OK but drilling into the numbers, from my perspective, was underwhelming.
Would be pleased for holders & new investors if the SP heads north but I'll be watching on the sidelines.
Ann: Enterprise Sales & ACV Update, page-73
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Last
3.3¢ |
Change
-0.001(2.94%) |
Mkt cap ! $26.56M | |||
| Open | High | Low | Value | Volume |
| 3.4¢ | 3.4¢ | 3.2¢ | $71.59K | 2.139M |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 2 | 263030 | 3.3¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
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| 3.4¢ | 165500 | 2 |
View Market Depth
| Last trade - 15.52pm 14/06/2024 (20 minute delay) ? |
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Last
3.3¢ |
Change
-0.001 ( 2.94 %) |
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| Open | High | Low | Volume | ||
| 3.4¢ | 3.4¢ | 3.1¢ | 969961 | ||
| Last updated 15.52pm 14/06/2024 ? | |||||
| 3DP (ASX) Chart |