Australia's largest stock trading and investment forum Australia's #1 stock forum

3DP

Click for more information

0.00%

3.7¢ pointerra limited

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

First 147 Last

Share
Profile

Follow
dyeman

4,178 Posts.

783

17/04/23

16:58

Post #: 67317178
Share

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
10 Upvote

0 Great analysis

Reply

First 147 Last

Add 3DP (ASX) to my watchlist

(20min delay)
Last 3.7¢		Change 0.000(0.00%)		Mkt cap ! $27.48M

Open	High	Low	Value	Volume
3.7¢	3.9¢	3.7¢	$8.482K	225.9K

Buyers (Bids)

No.	Vol.	Price($)
4	154816	3.7¢

Sellers (Offers)

Price($)	Vol.	No.
3.8¢	48612	2

View Market Depth

No.	Vol.	Price($)
4	154816	0.037
7	892813	0.036
10	1385884	0.035
2	212000	0.034
4	402758	0.033

Price($)	Vol.	No.
0.038	48612	2
0.039	42000	2
0.040	229305	5
0.041	275154	2
0.042	5000	1

Last trade - 15.59pm 03/06/2024 (20 minute delay)


Last 3.7¢			Change 0.000 ( 0.00 %)
Open	High		Low	Volume
3.9¢	3.9¢		3.7¢	171598
Last updated 15.59pm 03/06/2024 ?

3DP (ASX) Chart