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4.4¢ pointerra limited

Ann: Enterprise Sales & ACV Update, page-36

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686 Posts.

73

04/08/22

13:01

Post #: 62921655
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Originally posted by tower44: ↑

Okay I will give it a simple stab for you, back of the envelope stuff.

Some assumptions:
ACV is a 12 month approximate snap shot in advance of the next years total potential invoiced amount.
Exchange rate is 40%
Cash collection has a time lag depending on trading terms, had some explanation of this in a previous post.

21 FY ACV was $9.8M, plus exchange rate @ 40% = $13.72M AUS expected invoicing for 22FY.

22 information received in the 4c:
Cash Receipts = $7.8M.
Invoiced in Q4 = $4.2M, to be collected in following quarters, due to trading terms.
AR = $2.5M, invoiced/due but yet to be collected.
Total Invoiced amount for FY 22 = $14.5M

If there is a worry, to me it's the AR, however, as I have said before large American Corps are notoriously slow payers and it may well be worth their while employing a full time debtors position.

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My guess is that the pointerra platform is possibly viewed by some of its customers as a "freemium" service and until 3dp is in a position to "turn off" the platform for customers who dont pay on time, then they will probably continue to view it as a freemium service.
Question is at what point does 3dp have to nerve to turn the tap off?
3DP Price at posting: 22.5¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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