Milestone - Profitability, page-42

@ kevg91 - agree with your ACV figure of around $6.6m USD - $6.7m USD (with anything more than this a real bonus).

But not sure about your cash receipts estimate of $1.55m AUD (approximately $1.18m USD) - as it seems too high?

Considering 3DP's last 4 x cash receipt numbers have been $185k AUD (31/12/19), $532k AUD (31/3/20), $820k AUD (30/6/20) and $609k AUD, I would be over the moon with a $1.55m AUD cash receipts number

Also 3DP's October to December quarter cash collections are usually the lowest for each year ($125k 31/12/18 & $185k 31/12/19), but ACV's have obviously been ramping up really quickly over the past 8 months - so anything over our highest ever quarterly cash receipts number of $820k would probably be a pretty good result.

@ glutenfree would know better, but I seem to remember that 3DP's cash receipts tend to trail the ACV number by around 2 quarters or 6 months, and the ACV was $2.87m USD ($3.8m AUD) at 31/7/20 which was 5.5 months ago.

$3.8m / 4 = $950k

So my punts for the upcoming 4C / ACV updates are:

ACV: $6.6m USD

Cash Receipts: $850k AUD

As always, am always happy to be surprised to the upside!!