Remember the 3Dinsight "coming soon" announcement from the 2020 AGM?
https://announcements.asx.com.au/asxpdf/20201125/pdf/44q8b05nc5rptd.pdf
The 3Dinsight website is still "coming soon": https://3dinsight.ai/
I'll concede that 3Dinsight likely became Pointerra's Analytics and Answers.
However, it should have been transparently communicated to shareholders.
Does anyone recall the claim that "we think 3Dinsight will be, if we execute that part of the business properly, should be a bigger business than Pointerra" (see 9:18):
The company is transparent when the news is good and opaque when it is not.
2019 AGM (ACV and cumulative cash receipts growth touted to shareholders):
https://announcements.asx.com.au/asxpdf/20191128/pdf/44c2mwdhyp2phz.pdf
2020 AGM (ACV and cumulative cash receipts growth touted to shareholders):
https://announcements.asx.com.au/asxpdf/20201125/pdf/44q8b05nc5rptd.pdf
2021 AGM (ACV and cumulative cash receipts growth touted to shareholders):
https://announcements.asx.com.au/asxpdf/20211206/pdf/453vj08tt0tns9.pdf
2022 AGM (ACV and cumulative cash receipts growth touted to shareholders):
https://announcements.asx.com.au/asxpdf/20221123/pdf/45hyl1q2nhyvq0.pdf
2023 AGM: No cumulative cash receipts growth and no disclosure of ACV/ARR?
If ACV/ARR is not reported (as religiously done previously), then why was it not?
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- Ann: Quarterly Activities/Appendix 4C Cash Flow Report
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-90
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