Hey kevg91, just wanted to say thanks for posting that. Although I am of a more bullish view and happy to hold, I still find it helpful to read well thought out alternative views.
The thought that they won't sign a PG&E every month is totally valid. OTOH, they are also ramping headcount, and the more clients you get on board the more credibility you have with future clients.
The comparison with Nearmap is also interesting. 3DP do seem to be following the same pattern of ramping headcount with sales and there will always be kind of a staircase effect (hiring -> costs -> ACV -> hiring). It is a logical way to do things though, as long as it's managed within available cash which both companies have a good history of doing.
I'm putting quite a lot of faith into the 3DP team, and also the HotCopper team who have highlighted so much of the activity going on behind the scenes via LinkedIn posts, YouTube videos etc.
- Forums
- ASX - By Stock
- Ann: Appendix 4C - quarterly
Hey kevg91, just wanted to say thanks for posting that. Although...
-
- There are more pages in this discussion • 25 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add 3DP (ASX) to my watchlist
(20min delay)
|
|||||
Last
5.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $44.27M |
Open | High | Low | Value | Volume |
5.5¢ | 5.5¢ | 5.3¢ | $28.11K | 512.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 630499 | 5.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.4¢ | 50000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 630499 | 0.052 |
3 | 48245 | 0.051 |
3 | 122500 | 0.050 |
4 | 151507 | 0.049 |
9 | 709319 | 0.048 |
Price($) | Vol. | No. |
---|---|---|
0.054 | 50000 | 1 |
0.055 | 210601 | 2 |
0.057 | 218578 | 2 |
0.058 | 100000 | 1 |
0.059 | 500000 | 1 |
Last trade - 14.09pm 04/10/2024 (20 minute delay) ? |
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries
3DP (ASX) Chart |