Hey Rokewa, thanks for your very informative posts.Just...

First 99 Last

Share
Profile

Follow
goosmurf

308 Posts.

122

17/09/21

16:16

Post #: 56156604
Share

Originally posted by Rokewa: ↑

Hi Brett

When people talk of the TAM for the geospatial industry (at US$ 500 Bn), that covers every aspect of the industry. Pointerra, for example, are not involved in the mapping sector, where data capture Revenues would be a very significant portion of the Industry TAM. The US $ 500 Bn number would reflect the global industry. Pointerra are focussed on North America and Aus / NZ for now.

Pointerra's TAM number of US $ 500m relates to that portion of the greater industry where their current and mid-term future offering applies. So, essentially their target market. In his latest podcast on ***, he suggested their TAM as being between US $ 500 m to US $ 700 m.

Not sure where you get my number as being only US$ 300 m. If you tallied 6 verticals * US $ 50 m each, then not correct. Ian indicated the 6 target verticals and made the point that the TAM for each EXCEEDED US$ 50 m. Provided comment that the AEC sector far geater than the Utilities sector. Who knows where Defence would stack up vs the other verticals ?

Anyhow, this is all playing as we expected. The recent set of results provided us with another set of datapoints and this helps with confirming the trajectories. If I get some time over the weekend, I will share a couple of graphs which I have selected as key indicators going forward.

Until then.

Rokewa

Expand

Hey Rokewa, thanks for your very informative posts.

Just wondering where the *** podcast you mentioned is located?

I have googled but have not been able to find anything.

3DP Price at posting: 53.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

HAS

Hastings progressing Yangibana to production with lower costs

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

The iron ore comeback: Can it last?

ZNC

Zenith's sale of Develin Creek delivers $975K cash, with shares up 13%

There are more pages in this discussion • 3 more messages in this thread...

First 99 Last

Add 3DP (ASX) to my watchlist

(20min delay)
Last 4.9¢		Change 0.000(0.00%)		Mkt cap ! $39.44M

Open	High	Low	Value	Volume
4.9¢	4.9¢	4.9¢	$20.55K	419.4K

Buyers (Bids)

No.	Vol.	Price($)
2	361668	4.9¢

Sellers (Offers)

Price($)	Vol.	No.
5.0¢	100000	1

View Market Depth

No.	Vol.	Price($)
2	361668	0.049
6	681271	0.048
3	692553	0.047
3	316000	0.046
2	4275319	0.045

Price($)	Vol.	No.
0.050	100000	1
0.051	29432	2
0.052	74270	2
0.053	536482	3
0.054	191969	5

Last trade - 16.10pm 30/09/2024 (20 minute delay)

3DP (ASX) Chart

Hey Rokewa, thanks for your very informative posts.Just...

Hastings progressing Yangibana to production with lower costs

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

The iron ore comeback: Can it last?

Zenith's sale of Develin Creek delivers $975K cash, with shares up 13%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Hey Rokewa, thanks for your very informative posts.Just...

Top Stories

Hastings progressing Yangibana to production with lower costs

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

The iron ore comeback: Can it last?

Zenith's sale of Develin Creek delivers $975K cash, with shares up 13%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News