Hi Bud,
Trust me I am understanding your broader point. And your above point reflects this.
I agree I would love to analyse a side by side comparison. IMO we can conduct a rough analysis on the finances agreed.
Although we can’t can’t compare SAAS metrics because 3DP don’t provide them. IHR do. At this stage we have no clarity of true ACV or customer churn with 3DP. There is also a big question mark on cash receipts and lag between onboarding and customer payments.
None of the above is intended denigrate IO. Or is intended to “down ramp” the 3DP stock price.
This is simply the truth according to reports provided to market by both respective companies.
GLTA
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