I'll be back once the team ticks a few boxes!
I was pretty surprised with a net cash outflow and receipts well below $1m (~$4m USD ACV in late August). I'm also a bit stumped with PG&E's contract size as I was expecting at least $60k p.m. and it was well below that. I'm happy to pay for growth and re-ratings but it might be a bit tough given the landscape and the current pipeline. I don't think people consider how long it takes from PoC to full scale agreements. No mention of MBL and lack of progress on the other pre-existing opportunities from January - June 2020 surprised to the downside.
Headline ACV was OK but drilling into the numbers, from my perspective, was underwhelming.
Would be pleased for holders & new investors if the SP heads north but I'll be watching on the sidelines.
I'll be back once the team ticks a few boxes! I was pretty...
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Last
3.6¢ |
Change
-0.001(2.70%) |
Mkt cap ! $27.48M | |||
| Open | High | Low | Value | Volume |
| 3.7¢ | 3.8¢ | 3.6¢ | $6.103K | 164.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 482280 | 3.6¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.8¢ | 886257 | 5 |
View Market Depth
| Last trade - 12.58pm 13/05/2024 (20 minute delay) ? |
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Last
3.6¢ |
Change
-0.001 ( 2.70 %) |
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| Open | High | Low | Volume | ||
| 3.6¢ | 3.6¢ | 3.6¢ | 3603 | ||
| Last updated 13.00pm 13/05/2024 ? | |||||
| 3DP (ASX) Chart |