3DP

1.59%

6.2¢ pointerra limited

Ann: Market Update - COVID19, Operations and Outlook, page-239

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kevg91

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24/07/20

15:01

Post #: 46057941
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Originally posted by glutenfree: ↑

What calculations are you basing your reality on?

Here's some extremely rough calculations, feel free to correct me. I'm not always right.

ACV reported at the end of April = 3.32M
ACV is (conservatively) likely to be around 3.62M+ by the end of July
Current annualised operating costs may be approx 3.3M (based on the last quarter)
Potentially looking at 0.3M+ cash flow positive per year?
Management potentially expects to be cash flow positive this quarter?
Pointerra has a very low cost business model?
Software cloud plays can command high P/E ratios?

Wisetech has a forward P/E ratio of 115+?
Altium has a forward P/E ratio of 65+?

Pointerra has had very reliable reported (and significant) ACV growth each quarter?
About 620M shares on issue?
Pointerra should be able to command a high P/E ratio?

Let's say Pointerra can command a P/E ratio of 80?

Potential earnings / current shares on issue * (P/E ratio) = (0.3M/620M)*80 = 0.039

That's 3.9c?

Shock! Horror! Is that not exactly what the market currently values Pointerra at?

Maybe the share price is actually quite fairly priced and you haven't put in enough work?

Perhaps the share price is not disconnected with reality? Perhaps your calculations are?

Expand

3DP screens very cheaply compared to the above.We are cashflow positive!

3DP Price at posting: 17.0¢ Sentiment: Hold Disclosure: Held
8 Upvote

0 Great analysis

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(20min delay)
Last 6.2¢		Change -0.001(1.59%)		Mkt cap ! $49.91M

Open	High	Low	Value	Volume
6.1¢	6.3¢	6.0¢	$18.92K	307.4K

Buyers (Bids)

No.	Vol.	Price($)
1	16377	6.1¢

Sellers (Offers)

Price($)	Vol.	No.
6.2¢	22183	1

View Market Depth

No.	Vol.	Price($)
1	16377	0.061
2	328917	0.060
2	550864	0.059
2	32379	0.058
2	307661	0.055

Price($)	Vol.	No.
0.062	22183	1
0.063	690415	4
0.064	25000	1
0.065	60328	2
0.066	3356	1

Last trade - 16.10pm 26/07/2024 (20 minute delay)

3DP (ASX) Chart

Ann: Market Update - COVID19, Operations and Outlook, page-239

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Ann: Market Update - COVID19, Operations and Outlook, page-239

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Featured News

Buyers (Bids)

Sellers (Offers)

Featured News