Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-6

I honestly think this is a buying opportunity (especially below sub 40 which I think might get hit tomorrow). I basically sold out of my position in February (rightly or wrongly) and held a small $5k parcel as an incentive to monitor 3DP's results. I'll be buying back in.

The receipts are lagging the ACV growth significantly but I think the next 6 months might have a whiplash moment. The acquisition of airovant overstates the ACV (by probably $1m) but I think that adding q-o-q >$1m USD ACV is pretty solid. More to come & potentially some wins on the DoD side.

IMO/DYOR