G'day everyone!! Hope 2020 has started well for you, and that it is a great year for 3DP.
I'm interested in what everyone thinks the cash receipts and ACV will be for 3DP in the upcoming 4C (Oct - Dec 2019)?
APPROXIMATE PREVIOUS CASH RECEIPTS
FY 2018
$20K (July - Sept 2018)
$50K (Oct - Dec 2018)
$90K (Jan - Mar 2019)
$30K (April - June 2019)
FY 2019
$80K (July - Sept 2019)
$130K (Oct - Dec 2019)
$430K (Jan - Mar 2019)
$210K (April - June 2019)
FY 2020
$310K (July - Sept 2019)
$??? (Oct - Dec 2019)
My estimate is $500K in cash receipts for the upcoming 4C (Oct - Dec 2019).
ACV
The last reported number was $2.41m, and 3DP have stated that they are aiming for an additional $500K per quarter.
My estimate for this ACV number is $2.85m at 31/12/2019, but am secretly hoping they are over $3.0m.
If cash receipts are approximately $500K and ACV is $2.85m +, my opinion is that the current SP is pretty attractive
