You also have the spend on the latest hardware affecting EPS. But this is to avoid the expensive third party compute costs. Allowing the company to process their own compute. So it is an investment. And the size of extra compute added alone puts them at a large sized data centre.
The HPCaaS has yet to take off into anything meaningful.
The DUG cool technology is also being licensed out at a royalty rate.
Their MP-FWI imaging you mentioned puts them at 2 years ahead of competition. They are also not yet charging a premium with that service. Of which they could. But I think they still need to gain further market share.
Weird to see Warren Buffet care about TA. But I hope that clarifies some of the fundamentals that underpin company value.
Ann: FY2024 Investor Presentation, page-41
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Last
$2.28 |
Change
0.000(0.00%) |
Mkt cap ! $269.3M | |||
| Open | High | Low | Value | Volume |
| $2.25 | $2.31 | $2.24 | $1.476M | 648.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 4405 | $2.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.30 | 7216 | 2 |
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| DUG (ASX) Chart |