3DP 34.0% 6.3¢ pointerra limited

Fair point, it definitely exceeded my expectations with growth....

  1. 6,552 Posts.
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    Fair point, it definitely exceeded my expectations with growth. There has to be a limit at some point but I have not researched the size of the target markets so I dare say you're on the money.

    With the assumptions below, ie/ +$2mil USD QOQ, 80% margins, ignore overheads, a price:gross profit ratio of 30 and 50% margin of safety I could justify decent buying at $0.64. Has been a ripper.

    https://docs.google.com/spreadsheets/d/1WC-VXHe2m378JzI7CidLV64I9EhTIEIo9uQ8-cRlIcU/edit?usp=sharing

    https://hotcopper.com.au/data/attachments/3152/3152157-8018f85db64343e4afd9df56e592cf12.jpg



 
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