Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-19

On the ACV mismatch issue at least in part to ‘ad how’ services usually part of implementation and integration. I think that integration with a client like amazon would be a massive issue, unable to be quantified up front. Also, depending on the issue and complexity, I would imagine that the resulting revenue will not be knowable until 3DP work with the client and actually work with them. Up to then it is only indicative or an estimate. If the HY and FY accounts reflect the invoices issued (and are subsequently paid), then that is what it is.
From what I understand, the Amazon deal could be a company maker for 3DP. From the little I understand, Amazon has significant numbers of people working on the project. Then the Amazon budget was reduced substantially but delivery of the initial project was still expected. Maybe we will gain some greater insights in the future.
If the project goes ahead for more Amazon warehouses, we won’t need to have concerns about difference between cash received and indications of ARR.
Let’s see how the items mentioned in the update which may crystallise in the final quarter of FY23.