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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Hi Kev. Sorry, conscious this is having a bad day but curious...
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Last
6.2¢ |
Change
0.000(0.00%) |
Mkt cap ! $50.71M |
Open | High | Low | Value | Volume |
6.2¢ | 6.4¢ | 6.2¢ | $11.46K | 181.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 146098 | 6.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
6.2¢ | 1 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 146098 | 0.061 |
5 | 229166 | 0.060 |
3 | 774013 | 0.059 |
3 | 106000 | 0.058 |
1 | 8925 | 0.057 |
Price($) | Vol. | No. |
---|---|---|
0.062 | 1 | 1 |
0.064 | 202702 | 2 |
0.065 | 211867 | 5 |
0.066 | 191021 | 3 |
0.067 | 100000 | 1 |
Last trade - 15.47pm 03/09/2024 (20 minute delay) ? |
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