That follows Psalty. Although I’m not thrilled the US utilities play, if delayed, means Pointerra collects $700k in a Q.
Still, your first hand user accounts marry up to mine. The product IS great and the RnD efforts in the last couple of years have been focused in the right areas.
I’ve reread the Q2. IO didn’t make bold statements about Q3. The half yearly stated they’d like to replicate the first half. That’s still possible(ish) if the Q4 has the same operating cash flows as Q2. So I don’t feel mislead - yet.
If, and it’s a big if, the Q4 can end up $4m+ then I agree this 90 days presents a buying opportunity. However, no further delays is a big gamble after what’s come before out of US utilities space.
Will be interesting seeing where the SP lands in the coming weeks, perhaps a potential great Q will hold off the selling and we might benefit from a run up in anticipation
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