Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-64

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01/05/25

14:25

Post #: 78881023
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Originally posted by Hogana123: ↑

Thanks for the reply Durian.

I can understand any and all feelings today.

Over the last quarter I spoke to multiple users of the platform who said it fills a gap, has improved significantly and embedded within their organisation as a result. I asked them about major competitors and they said Bentleys, Esris are a) to costly and b) aren't particularly good at handling point clouds that they're generating.

I take confidence from this. It really is a case of sales execution - as IO as pointed out previously.

When you graph the quarterly receipts, it certainly is resembles something like the Himalayas. Roughly either side of $700k quarters we've had a $3m Q (with gov rebate) and a $4m. It's lumpy as it's project based and there's no point trying to guess ARR atm.

I agree with the lumpiness we need greater clarity around financials. There is too much guess work at play Q to Q. Also agree that only submitting two Jarvis tenders is a bit underwhelming. Still there are some contract wins such as Davey.

Let's see how the next one plays out.

**sorry I'll add:
I believe expectation could have been tempered with an investor webinar in the last Q. Something like "we're pleased with how Pointerra has turned it round however, we will continue to face lumpiness..."

Hopefully we get one this Q where IO can inject some confidence into the $4m figure. God knows people DO NOT want to believe that after what has come before.

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Are you able to share which companies the users you spoke to were from?

3DP Price at posting: 5.6¢ Sentiment: Hold Disclosure: Held
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