Only had a very quick look at this video, but the questions...

Only had a very quick look at this video, but the questions asked were pretty "straight down the line" - and were similar to what I expect will be asked today at the AGM.

It is very obvious that these US utility and Velociti / Amazon program delays have thrown this business completely out of whack.

They ramped up staff levels in the expectation of continued high % YOY growth - only to find these main sources of 3DP revenues & cash flow hit the pause button for an extended period.

But IMO there was quite a few positives from this inteview:

Still expects underlying EBITDA positive result (23/24).
Still expects cashflow positive result (23/24).
Mining, Oil & Gas segments gaining a lot of momentum.
US CAPEX program (eg Entergy pole inpsection deal) will offer some serious tailwinds over the next few years.
Sounds like Pointerra is still working with a large number of US utilities (they haven't lost these utilities as a client) - but be good to get some more clarity on this.
There has been a large emphasis on R & D, and whilst there will always be competitors, Ian was very positive that the Pointerra cloud based platform remains very popular & has many great features & has an "early mover advantage" & has some form of moat.
They have reset some costs in the business - so OPEX should improve going forward.
Velociti / Amazon project still set to resume next month (December), and ramp up during 2024.
Entergy revenues from large pole inspection program expected in second half of 23/24.
Talking to other US utility clients about their required CAPEX program - personally I think that Next Era / FPL will be the next deal for Pointerra in this space.
CGO in the US (Joe) is responsible for hiring some high level BD staff, and they have identified a few candidates (but they are pricey).
CGO in Australia & EMEA (Anthony) is going well - particularly in the Oil & Gas industries.
Total Addressable Markets in the 6 x sectors that Pointerra are targetting are very large & growing at a rapid pace - which makes sense as digital twins etc are still quite new technology.

All in all, it sounds like the next 3 - 6 months will still be a "bit tricky" for Pointerra management to navigate.

But should Pointerra get through this period in decent shape, it appears that this business will be significantly stronger after that period.

Looking forward to the AGM later today