3DP

5.62%

8.4¢ pointerra limited

Good points,I would like to know what is the profit made on a...

First 20 Last

Share
Profile

Follow
mardo

225 Posts.

10

08/03/24

10:59

Post #: 72810162
Share

Originally posted by SteveSage: ↑

When you look at Pointerra's service offering, it has:
- Core which is a cloud platform for your digital twin
- Analytics which allows analysis of physical assets in your digital twin model
- Answers which provides predictive answers to manage your assets from the digital twin

Key focus is a SaaS business model in that pointerra provides the platform to load your digital capture and then you use it as needed (in one of those 3 tiers).

What I've always suspected is that for these monolithic utilities, all the above sounds great, but do they have people with the correct skillsets (in the departments that maintain assets) to understand how to use this software to the extent 3DP this it should be.......I don't believe so hence the isage base model is not delivering because yet you get your foot in the door, but no one seems to be ramping up the use as expected.

Why this contract reinforces my comments above is because it says: "Pointerra will be paid to analyse lidar and imagery for FPL business cases"
To me this points to Pointerra being used as consultants to do the analysis themselves rather than telling FPL to load the data and use the tools......perhaps they can teach the client how to leverage the tools better, but this seems to be a consulting contact rather than a software one (and I suspect that previously Pointerra was providing this service for free on the expectation that clients would use the software more.....it's just not happening because it seems to be a very complication and bespoke set of tools that these clients may not have the expertise to utilise).

Perhaps there is a different business model in this......the SaaS revenues for maintaining the digital twin data in the pointerra software, and consultancy on getting the best use out of that data........but Olsen does seem like someone set in his ways (hence yrs of marketing with little revenues/cashflow) so I suspect he will continue down this SaaS path when perhaps a little more nuance is needed

Expand

Good points,I would like to know what is the profit made on a $2.9 mio contract ie what does the company earn on such a contract.

3DP Price at posting: 5.3¢ Sentiment: None Disclosure: Not Held
5 Upvote

0 Great analysis

Reply

Top Stories

WIN

Out to WIN: The 'primed' gold play with sights set on WA production

CC9

Is a lithium revival on the cards in 2025? Chariot Corporation say yes!

LLC

Lendlease offloads Capella Capital to clock $4.5B selling blitz up past halfway mark

Expert Exchange: Andrew Baxter's 5 stocks and industries to watch in 2025

PEN

Peninsula Energy sinks -13% as Lance uranium plant delayed; production guidance trimmed

BM8

Battery Age Minerals finds critical technology isotope Germanium-76 at Bleiberg

Week 5 Wrap: JP Morgan says Tesla divorced from fundamentals; US Fed pauses; Oz young men like Dutton

Is the RBA about to spark a market shake-up?

DeepSeek is living in the market's head rent-free. But it's not China's only breakthrough of 2025

HotCopper Highlights: Your most watched stocks for Week 5, 2025

First 20 Last

Add 3DP (ASX) to my watchlist

(20min delay)
Last 8.4¢		Change -0.005(5.62%)		Mkt cap ! $67.62M

Open	High	Low	Value	Volume
9.0¢	9.3¢	8.2¢	$532.0K	6.253M

Buyers (Bids)

No.	Vol.	Price($)
3	130966	8.3¢

Sellers (Offers)

Price($)	Vol.	No.
8.4¢	33814	1

View Market Depth

No.	Vol.	Price($)
3	130966	0.083
5	281404	0.082
5	620000	0.081
11	899418	0.080
5	1031138	0.079

Price($)	Vol.	No.
0.085	259000	2
0.086	10650	1
0.087	44482	2
0.088	117646	1
0.090	133566	3

Last trade - 16.10pm 31/01/2025 (20 minute delay)

3DP (ASX) Chart

Good points,I would like to know what is the profit made on a...

Out to WIN: The 'primed' gold play with sights set on WA production

Is a lithium revival on the cards in 2025? Chariot Corporation say yes!

Lendlease offloads Capella Capital to clock $4.5B selling blitz up past halfway mark

Expert Exchange: Andrew Baxter's 5 stocks and industries to watch in 2025

Peninsula Energy sinks -13% as Lance uranium plant delayed; production guidance trimmed

Battery Age Minerals finds critical technology isotope Germanium-76 at Bleiberg

Week 5 Wrap: JP Morgan says Tesla divorced from fundamentals; US Fed pauses; Oz young men like Dutton

Is the RBA about to spark a market shake-up?

DeepSeek is living in the market's head rent-free. But it's not China's only breakthrough of 2025

HotCopper Highlights: Your most watched stocks for Week 5, 2025

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Good points,I would like to know what is the profit made on a...

Top Stories

Out to WIN: The 'primed' gold play with sights set on WA production

Is a lithium revival on the cards in 2025? Chariot Corporation say yes!

Lendlease offloads Capella Capital to clock $4.5B selling blitz up past halfway mark

Expert Exchange: Andrew Baxter's 5 stocks and industries to watch in 2025

Peninsula Energy sinks -13% as Lance uranium plant delayed; production guidance trimmed

Battery Age Minerals finds critical technology isotope Germanium-76 at Bleiberg

Week 5 Wrap: JP Morgan says Tesla divorced from fundamentals; US Fed pauses; Oz young men like Dutton

Is the RBA about to spark a market shake-up?

DeepSeek is living in the market's head rent-free. But it's not China's only breakthrough of 2025

HotCopper Highlights: Your most watched stocks for Week 5, 2025

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News