Presentations/Webinars/Podcasts/Media, page-1298

Growth in ACV (flaws of the metric noted/ revenue may suggest otherwise) indicated this was flying off the shelves. Tech globally has been rocked the last 12 months. Couldn’t be summarised better than:

https://open.spotify.com/episode/5peXAplBWw4VZi6LuKbggy?si=7pav6EzcQwqWC00q8o1w8A

All bar “AI” is getting beaten down. Pointerra referred to “AI” once in their last quarterly in R&D section. I don’t ascribe value to this term but, do believe effective and sophisticated analytics are crucial to Pointerra’s value proposition.

The six verticals Pointerra are targeting are still in their digital twin infancy. It really is a small subsection of unique and innovative “doers” that are driving use cases in each sector.

I agree, this isn’t an explode tomorrow stock but, with continued accretive growth and maturation in key target sectors Pointerra stands to be a solid platform.

10c does factor in continued growth but, is closer to fair value for me.