Hi Brett
When people talk of the TAM for the geospatial industry (at US$ 500 Bn), that covers every aspect of the industry. Pointerra, for example, are not involved in the mapping sector, where data capture Revenues would be a very significant portion of the Industry TAM. The US $ 500 Bn number would reflect the global industry. Pointerra are focussed on North America and Aus / NZ for now.
Pointerra's TAM number of US $ 500m relates to that portion of the greater industry where their current and mid-term future offering applies. So, essentially their target market. In his latest podcast on ***, he suggested their TAM as being between US $ 500 m to US $ 700 m.
Not sure where you get my number as being only US$ 300 m. If you tallied 6 verticals * US $ 50 m each, then not correct. Ian indicated the 6 target verticals and made the point that the TAM for each EXCEEDED US$ 50 m. Provided comment that the AEC sector far geater than the Utilities sector. Who knows where Defence would stack up vs the other verticals ?
Anyhow, this is all playing as we expected. The recent set of results provided us with another set of datapoints and this helps with confirming the trajectories. If I get some time over the weekend, I will share a couple of graphs which I have selected as key indicators going forward.
Until then.
Rokewa
- Forums
- ASX - By Stock
- 3DP
- Ann: Corporate Presentation - ASX Small & Mid-Cap Conference
Ann: Corporate Presentation - ASX Small & Mid-Cap Conference, page-98
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add 3DP (ASX) to my watchlist
(20min delay)
|
|||||
Last
4.1¢ |
Change
0.005(13.9%) |
Mkt cap ! $33.00M |
Open | High | Low | Value | Volume |
4.0¢ | 4.6¢ | 4.0¢ | $269.5K | 6.395M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 264011 | 4.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.3¢ | 308773 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 264011 | 0.041 |
2 | 320000 | 0.039 |
3 | 263578 | 0.038 |
4 | 345000 | 0.037 |
6 | 1220667 | 0.036 |
Price($) | Vol. | No. |
---|---|---|
0.043 | 160773 | 2 |
0.044 | 325588 | 3 |
0.045 | 302671 | 4 |
0.046 | 545000 | 2 |
0.047 | 659890 | 2 |
Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
Featured News
3DP (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online