1) 3CT acquisition occurred 17th February 2023. Revenue currently run-rating at approximately $100k/month (recurring) not accounted for in Q3
2) Spectur NZ fully acquired on 17th March 2023. Q3 YTD FY23revenue ($NZ97k, +54% vs Q3 YTD FY22) not accounted for in Q3
3) even without the above $5.3m ARR, which is lower than the MC
4) Pipeline at historic high levels, but some delays have shifted contract awards and led to subdued March.
5) Spectur NZ unweighted pipeline $830k (31 March 2023)• April sales pipeline (not reported) includes combined Spectur /3CT opportunities and growth/ conversion in Spectur NZ.
6) Majority of Optus extension (95% as revealed during the Q&A) not included in sales but remains in pipeline until purchase orders received.
All of the above points to Q4 going to be cracker in terms of revenues.
7) Gerard said it for the first time, proud and loud, SP3 is massively undervalued regardless of what metric one uses. I have attended most of his presentations and this has been by far the best one.
8) Gerard said a few times that the board has no interest in further dilution or CR at current share price and also that CR not be needed at this point in time
9) lots of R&D has happened resulting in new services and a new unit. looks nice and seems a lot more powerful. perhaps more importantly re cash flow, cost for that have been accounted for. R&D refund coming as cash inflow that has not yet been accounted for.
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