Hi Kev. Sorry, conscious this is having a bad day but curious about this comment:
"Not sure I agree with comments on overvaluation, please find me another company trading at 3x ARR/ACV/MRR with the same customer base as 3DP?"
At pre-open 15.5c that's a market cap of A$105M, so your comment suggests you believe this is doing ~A$35M in ARR. I'm not seeing that number anywhere. Extrapolating out US$20.1M gets you to roughly A$29M ACV but the whole point of these threads recently is that the ACV number is not proving to be a reliable indicator (for all the reasons previously stated, not the least of which is lumpiness of spend, time to actually execute contracts, etc). At best, if you assume:
- They do in fact have a big H2 and grow say 50% verses H1, and
- Current customer receipts are say 90% recurring
Then you'd arrive at: A$5,248,090 + 150% = A$13,120,225 x 90% = A$11,800,000
So at pre-market open, it's trading at ~8.9x ARR's (with the big assumption that most receipts are recurring, and they'll have a huge 2H)
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Mkt cap ! $53.94M |
Open | High | Low | Value | Volume |
6.4¢ | 6.8¢ | 6.4¢ | $11.44K | 173.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 45769 | 6.5¢ |
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Price($) | Vol. | No. |
---|---|---|
6.7¢ | 49616 | 1 |
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No. | Vol. | Price($) |
---|---|---|
2 | 45769 | 0.065 |
3 | 236170 | 0.064 |
2 | 58333 | 0.063 |
3 | 570000 | 0.061 |
4 | 333166 | 0.060 |
Price($) | Vol. | No. |
---|---|---|
0.067 | 49616 | 1 |
0.068 | 103012 | 4 |
0.069 | 255000 | 2 |
0.070 | 793271 | 5 |
0.071 | 30000 | 1 |
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