Great post Mapman. Pointerra seem to have a strong initial market position, but without ongoing investment, whatever advantages they hold will be quickly eroded. I suspect that they may need to become more aggressive in their expansion, and hopefully Bevan Slattery will be a catalyst for this. If they want to continue their trajectory, they may need to consider upgrading the management team to reflect the move away from start up to growth company. Would love to hear thoughts on this, as talk of dividends seems contrary to all successful tech companies focus on redeploying revenue back into their product(s).
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