Ann: Pointerra 2023 AGM Presentation, page-19

Thanks Dezy.

Ian's pitch is still good. His justification for not releasing ARR yet is terrible. His claim that there may yet be activity in December due to EOFY is misleading because (a) people aren't rushing to spend unspent budget in this climate, and (b) no invoicing would happen on any new activities. The same old claim of "existing customers are spending more", but if that were the case revenue wouldn't drop. A comment about 5 figure clients turning into 6 and 7 - you need a damn lot of 5 figure clients to keep afloat.

I would love to see some transparency about 3DP's pricing model. Like at what scale does a client need to use the tool to be a "6 figure" client? What's the balance between onboarding cost, ongoing cost? Is it user based or utilization based?

Anyway - I'm out. If money arrives I'm sure the price will jump and I'll get in too late, but I don't trust the words anymore.