If 3DP's growth is occurring faster than the market is...

If 3DP's growth is occurring faster than the market is expecting, then hold on to your hats!


Source: Pointerra 3DP RaaS Update - 1 March 2021 (https://www.raasgroup.com/)

Note that RaaS wants to see US$10.2M in ACV reported in July (for the end of FY 2021).

The last ACV update had us sitting at US$6.88M in ACV as of the 29th of January 2021.

Assuming linear growth between the last update and the expectation of US$10.2M in ACV:

We need to see and increase of US$3.32M (US$10.2 - US$6.88M) in ACV over 2 quarters.

Then divide that US$3.32M in ACV by 2 quarters: US$3.32M / 2 = US$1.66M = ~US$1.5M

Note that I rounded down slightly as that allows for slightly more growth in the next quarter.

So, I would expect ~US$1.5M increase in ACV since the last update (that's to stay on track).

I have an expectation of ~US$8.38M+ (US$6.88M + US$1.5M) in ACV for this week's update.



ACV quarterly derived rate of increase of US$1.45M+ achieved since scaling up in July 2020.

I believe the market's expectation is an increase of US$1.5M for a total of US$8.38M in ACV.

If the reported ACV amount this week is greater than US$8.38M, ACV may hit US$50M early.

I think Pointerra processes the potential to hit US$50M in ACV at least 1 year early, IMO.



If ACV closer to US$9M, then growth is happening faster than expected., and will warrant a rerate.