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3.3¢ pointerra limited

Ann: Ceasing to be a substantial holder, page-147

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dyeman

4,190 Posts.

785

17/04/23

16:58

Post #: 67317178
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Originally posted by Buttons7 ↑

An interesting point to note on the usage is that "Product Manufacturing and Operating Costs" were $943k in the last quarterly. This is not only a record, but more than double any other quarter.

I think there is chance this comes through as receipts in the second half. Mainly because:
1/ There is a strong historical correlation between receipts and usage.
2/ Pointerra have been remarkably disciplined at maintaining their gross margin.
3/ Ian flagged in an interview after the quarterly that they have "lots of pending invoices"
4/ They haven't raised yet despite their dire cash and net working capital position.

The cash might fall into Q4 given invoices weren't out at Dec31. Both revenue and cost of services for the first half were low.

There's also a chance that it's non-chargeable. Could be unexpected cost due to the hurricanes that can't be billed. Or it might be the non-recurring platform R&D costs that were mentioned in the half yearly report.

Expand

I assume "Product Manufacturing and Operating Costs" is largely Amazon AWS costs. A big cost increase is likely correlated with a big increase in data stored. Whoever the customer(s) with that data are, they must have some level of conviction to get to that stage.

3DP Price at posting: 10.5¢ Sentiment: Buy Disclosure: Held
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