For those wondering, ACV = total contract value ÷ number of years
I think we'll see some churn in the Feb update hence the sell-off. If we manage to report US$20m ACV (i.e., flat growth), that'll be A$28m.
Current EV is $120m. EV/R is ~4.2x. Feels cheap for 3DP but in light of our tech plays trading at 2-3x EV/R, it is probably ok as long as ACV grows. Receipts will come in Q3/Q4 otherwise I think management will have some questions to answer.
My guess is US$21-22m for the upcoming result.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-44
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