Especially given the news of the recent hire of Nour Eltanbouli in a Business Development Role at Pointerra, I found the segment of Ian's Coffee MicroCpas interview that goes from 1 hour 40 minutes & 50 seconds to 1:43:10 very interesting
Ian makes these points during this approximately two & a half minute period of the interview:
- The recent quarterly was good in what was an ordinary year.
- Whilst the year was ordinary from a financial perspective, they are proud of what they achieved in terms of product development & different sector penetration.
- Whilst the US Utility sector "sat on their hands" in terms of how they will approach the huge & bipartisan Infrastructure program over the past 18 months or so, the US Utility Sector is healthy - and this is a significant structural tailwind for Pointerra.
- 3DP are now scrambling from a resourcing perspective to service their existing customers & to service their new customers coming on board in the US Utility sector.
- Ian is off to the US next week (now this week) for a 3 day strategy session that will focus on the US Utility sector - to figure out how Pointerra can scale up from a people perspective & also from a partner perspective (to take advantage of this opportunity).
As others have said, Ian does sound confident, and clearly this is very promising going forward
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