3DP 12.2% 5.5¢ pointerra limited

Ann: Appendix 4C - quarterly, page-49

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  1. 2,224 Posts.
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    I think we will see some material share price movements if:

    https://hotcopper.com.au/data/attachments/2169/2169960-b42976b0b59e5a9a1ca735759bf42016.jpg
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    https://hotcopper.com.au/data/attachments/2169/2169968-8ebc079e02edb5813d9bb3c91b943c59.jpg

    1. Boeing move from a $30 - 40k PoC to a rapid enterprise deployment.
    2. I believe the one of the utilities companies is Florida Power & Light? Which is >$1m ACV once completely onboarded? @glutenfree is a better inspector than me.
    3. FPL for the third?

    I think it's pretty likely that if these guys have moved from a trial -> PoC then 3DP is delivering and it could be a short time until they are all converted to rapid enterprise deployments. A ballpark guess could be $3-5m ACV contribution from all 3 of the PoC's? All IMO/DYOR.
 
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